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Jeppson Wealth Management’s Uber UBER Stock Holding History

Jeppson Wealth Management’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 		$1.06M Sell
14,752
-1,594
-10% -$117K 0.31% 73
2026
Q1 		$1.18M Buy
16,346
+313
+2% +$24.1K 0.37% 65
2025
Q4 		$1.31M Sell
16,033
-106
-0.7% -$9.54K 0.41% 60
2025
Q3 		$1.58M Buy
16,139
+42
+0.3% +$3.93K 0.5% 53
2025
Q2 		$1.5M Sell
16,097
-225
-1% -$18.5K 0.52% 48
2025
Q1 		$1.19M Sell
16,322
-67
-0.4% -$4.83K 0.44% 59
2024
Q4 		$989K Buy
16,389
+110
+0.7% +$7.86K 0.36% 72
2024
Q3 		$1.22M Sell
16,279
-37
-0.2% -$2.6K 0.44% 63
2024
Q2 		$1.19M Sell
16,316
-40
-0.2% -$2.78K 0.45% 58
2024
Q1 		$1.26M Sell
16,356
-616
-4% -$44.2K 0.49% 58
2023
Q4 		$1.04M Sell
16,972
-118
-0.7% -$6.17K 0.43% 69
2023
Q3 		$786K Sell
17,090
-195
-1% -$8.91K 0.36% 76
2023
Q2 		$746K Sell
17,285
-1,409
-8% -$52.4K 0.32% 79
2023
Q1 		$593K Sell
18,694
-4,801
-20% -$152K 0.26% 97
2022
Q4 		$581K Buy
23,495
+2,064
+10% +$56.5K 0.24% 93
2022
Q3 		$568K Sell
21,431
-215
-1% -$5.94K 0.26% 91
2022
Q2 		$443K Sell
21,646
-4,772
-18% -$127K 0.19% 105
2022
Q1 		$942K Buy
26,418
+1,151
+5% +$41.4K 0.44% 59
2021
Q4 		$1.06M Buy
25,267
+559
+2% +$24.1K 0.51% 50
2021
Q3 		$1.11M Buy
24,708
+90
+0.4% +$3.93K 0.58% 42
2021
Q2 		$1.23M Sell
24,618
-1,241
-5% -$64.8K 0.67% 34
2021
Q1 		$1.41M Sell
25,859
-830
-3% -$46.3K 0.84% 26
2020
Q4 		$1.36M Buy
26,689
+4,049
+18% +$181K 0.9% 23
2020
Q3 		$826K Buy
+22,640
New +$747K 0.65% 39

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 $3.37T AUM 44.26% 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

Jeppson Wealth Management's UBER Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Uber (UBER) stake by 9.8% in Q2 2026, selling an estimated $117K and leaving 14,752 shares worth $1.06M. The position accounts for 0.31% of the portfolio, ranked #73.

Jeppson Wealth Management first reported a position in UBER in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.58M in Q3 2025. 2,432 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Jeppson Wealth Management held 14,752 shares of Uber worth $1.06M as of Q2 2026.
  • Jeppson Wealth Management sold 1,594 Uber shares in Q2 2026, an estimated $117K.
  • Uber made up 0.31% of Jeppson Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Jeppson Wealth Management first reported a position in Uber in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's Uber position peaked at $1.58M in Q3 2025.
  • 2,432 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.