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Integrated Wealth Concepts’s Uber UBER Stock Holding History

Integrated Wealth Concepts’s Portfolio UBER Stock Details UBER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.2M Sell
85,963
-11,504
-12% -$844K 0.04% 410
2026
Q1 		$7.01M Buy
97,467
+39,279
+68% +$3.02M 0.06% 322
2025
Q4 		$4.75M Sell
58,188
-35,105
-38% -$3.16M 0.06% 298
2025
Q3 		$9.14M Buy
93,293
+23,215
+33% +$2.17M 0.08% 232
2025
Q2 		$6.54M Buy
70,078
+8,908
+15% +$733K 0.07% 279
2025
Q1 		$4.46M Buy
61,170
+12,654
+26% +$912K 0.05% 348
2024
Q4 		$2.93M Buy
48,516
+12,163
+33% +$869K 0.03% 441
2024
Q3 		$2.73M Sell
36,353
-989
-3% -$69.6K 0.03% 457
2024
Q2 		$2.71M Buy
37,342
+4,414
+13% +$307K 0.04% 415
2024
Q1 		$2.54M Buy
32,928
+8,781
+36% +$630K 0.04% 436
2023
Q4 		$1.49M Sell
24,147
-3,920
-14% -$205K 0.02% 581
2023
Q3 		$1.29M Buy
28,067
+796
+3% +$36.4K 0.02% 591
2023
Q2 		$1.18M Buy
27,271
+2,143
+9% +$79.7K 0.02% 613
2023
Q1 		$797K Buy
25,128
+9,131
+57% +$290K 0.02% 699
2022
Q4 		$396K Sell
15,997
-840
-5% -$23K 0.01% 726
2022
Q3 		$446K Buy
16,837
+424
+3% +$11.7K 0.01% 622
2022
Q2 		$336K Sell
16,413
-409
-2% -$10.9K 0.01% 722
2022
Q1 		$600K Buy
16,822
+502
+3% +$18.1K 0.02% 534
2021
Q4 		$684K Buy
16,320
+371
+2% +$16K 0.02% 535
2021
Q3 		$715K Buy
+15,949
New +$697K 0.02% 486
2021
Q2 		– Sell
-4,688
Closed -$256K – 837
2021
Q1 		$256K Buy
+4,688
New +$262K 0.01% 625

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Integrated Wealth Concepts's UBER Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Uber (UBER) stake by 12% in Q2 2026, selling an estimated $844K and leaving 85,963 shares worth $6.2M. The position accounts for 0.04% of the portfolio, ranked #410.

Integrated Wealth Concepts first reported a position in UBER in Q1 2021 and has held it in 21 quarters since. The position peaked at $9.14M in Q3 2025. 2,438 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Integrated Wealth Concepts held 85,963 shares of Uber worth $6.2M as of Q2 2026.
  • Integrated Wealth Concepts sold 11,504 Uber shares in Q2 2026, an estimated $844K.
  • Uber made up 0.04% of Integrated Wealth Concepts's portfolio in Q2 2026, its #410 holding.
  • Integrated Wealth Concepts first reported a position in Uber in Q1 2021 and has held it in 21 quarters since.
  • Integrated Wealth Concepts's Uber position peaked at $9.14M in Q3 2025.
  • 2,438 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.