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John Armitage’s Uber UBER Stock Holding History

John Armitage’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 		$167M Sell
2,319,648
-2,332,715
-50% -$171M 1.62% 18
2026
Q1 		$335M Buy
4,652,363
+1,971,191
+74% +$152M 3.71% 12
2025
Q4 		$219M Buy
+2,681,172
New +$241M 2.38% 17
2024
Q4 		– Sell
-3,380,958
Closed -$254M – 36
2024
Q3 		$254M Buy
3,380,958
+1,595,839
+89% +$112M 2.56% 19
2024
Q2 		$130M Buy
+1,785,119
New +$124M 1.31% 24

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

John Armitage's UBER Position: Q2 2026 in Review

John Armitage reduced its Uber (UBER) stake by 50% in Q2 2026, selling an estimated $171M and leaving 2,319,648 shares worth $167M. The position accounts for 1.62% of the portfolio, ranked #18.

John Armitage first reported a position in UBER in Q2 2024 and has held it in 5 quarters since. The position peaked at $335M in Q1 2026. 2,417 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • John Armitage held 2,319,648 shares of Uber worth $167M as of Q2 2026.
  • John Armitage sold 2,332,715 Uber shares in Q2 2026, an estimated $171M.
  • Uber made up 1.62% of John Armitage's portfolio in Q2 2026, its #18 holding.
  • John Armitage first reported a position in Uber in Q2 2024 and has held it in 5 quarters since.
  • John Armitage's Uber position peaked at $335M in Q1 2026.
  • 2,417 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Egerton Capital (UK)'s 13F filing for Q2 2026, filed 21 Jul 2026.