James Investment Research’s Uber UBER Stock Holding History

James Investment Research’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	$632K	Buy	8,761 +1,526	+21%	+$112K	0.06%	239
2026 Q1	$520K	Sell	7,235 -112	-2%	-$8.62K	0.06%	248
2025 Q4	$600K	Buy	7,347 +617	+9%	+$55.6K	0.07%	225
2025 Q3	$659K	Sell	6,730 -349	-5%	-$32.6K	0.07%	206
2025 Q2	$660K	Buy	+7,079	New	+$583K	0.08%	188

Other funds holding UBER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Oslo, Norway $1T AUM

James Investment Research's UBER Position: Q2 2026 in Review

James Investment Research increased its Uber (UBER) stake by 21% in Q2 2026, buying an estimated $112K and bringing the position to 8,761 shares worth $632K. The position accounts for 0.06% of the portfolio, ranked #239.

James Investment Research first reported a position in UBER in Q2 2025 and has held it in 5 quarters since. The position peaked at $660K in Q2 2025. 2,423 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

James Investment Research held 8,761 shares of Uber worth $632K as of Q2 2026.
James Investment Research bought 1,526 Uber shares in Q2 2026, an estimated $112K.
Uber made up 0.06% of James Investment Research's portfolio in Q2 2026, its #239 holding.
James Investment Research first reported a position in Uber in Q2 2025 and has held it in 5 quarters since.
James Investment Research's Uber position peaked at $660K in Q2 2025.
2,423 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.