JFS Wealth Advisors’s Uber UBER Stock Holding History

JFS Wealth Advisors’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	$60K	Buy	832 +25	+3%	+$1.83K	﹤0.01%	511
2026 Q1	$58K	Sell	807 -171	-17%	-$13.2K	﹤0.01%	492
2025 Q4	$79.9K	Buy	978 +286	+41%	+$25.8K	﹤0.01%	445
2025 Q3	$67.8K	Hold	692	–	–	﹤0.01%	457
2025 Q2	$64.6K	Sell	692 -181	-21%	-$14.9K	﹤0.01%	435
2025 Q1	$63.6K	Buy	873 +208	+31%	+$15K	﹤0.01%	433
2024 Q4	$40.1K	Hold	665	–	–	﹤0.01%	502
2024 Q3	$50K	Buy	665 +6	+0.9%	+$422	﹤0.01%	469
2024 Q2	$47.9K	Hold	659	–	–	﹤0.01%	420
2024 Q1	$50.7K	Hold	659	–	–	﹤0.01%	422
2023 Q4	$40.6K	Buy	659 +9	+1%	+$471	﹤0.01%	440
2023 Q3	$29.9K	Buy	650 +495	+319%	+$22.6K	﹤0.01%	456
2023 Q2	$6.69K	Sell	155 -14	-8%	-$520	﹤0.01%	880
2023 Q1	$5.36K	Buy	169 +15	+10%	+$476	﹤0.01%	955
2022 Q4	$3.81K	Sell	154 -1,047	-87%	-$28.7K	﹤0.01%	1102
2022 Q3	$32K	Buy	1,201 +85	+8%	+$2.35K	﹤0.01%	467
2022 Q2	$23K	Sell	1,116 -53	-5%	-$1.41K	﹤0.01%	566
2022 Q1	$42K	Buy	1,169 +360	+44%	+$12.9K	﹤0.01%	463
2021 Q4	$34K	Sell	809 -3,265	-80%	-$141K	﹤0.01%	483
2021 Q3	$183K	Buy	+4,074	New	+$178K	0.02%	226

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

JFS Wealth Advisors's UBER Position: Q2 2026 in Review

JFS Wealth Advisors increased its Uber (UBER) stake by 3.1% in Q2 2026, buying an estimated $1.83K and bringing the position to 832 shares worth $60K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

JFS Wealth Advisors first reported a position in UBER in Q3 2021 and has held it in 20 quarters since. The position peaked at $183K in Q3 2021. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

JFS Wealth Advisors held 832 shares of Uber worth $60K as of Q2 2026.
JFS Wealth Advisors bought 25 Uber shares in Q2 2026, an estimated $1.83K.
Uber made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #511 holding.
JFS Wealth Advisors first reported a position in Uber in Q3 2021 and has held it in 20 quarters since.
JFS Wealth Advisors's Uber position peaked at $183K in Q3 2021.
2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.