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Kingswood Wealth Advisors’s Uber UBER Stock Holding History

Kingswood 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 		$1.37M Sell
19,051
-772
-4% -$56.6K 0.06% 335
2026
Q1 		$1.43M Sell
19,823
-5,495
-22% -$423K 0.07% 292
2025
Q4 		$2.07M Buy
25,318
+635
+3% +$57.2K 0.1% 204
2025
Q3 		$2.42M Buy
24,683
+4,088
+20% +$382K 0.15% 157
2025
Q2 		$1.92M Buy
20,595
+1,651
+9% +$136K 0.15% 149
2025
Q1 		$1.38M Buy
18,944
+419
+2% +$30.2K 0.13% 189
2024
Q4 		$1.12M Sell
18,525
-3,529
-16% -$252K 0.08% 243
2024
Q3 		$1.66M Sell
22,054
-2,500
-10% -$176K 0.12% 199
2024
Q2 		$1.78M Buy
24,554
+2,553
+12% +$177K 0.16% 125
2024
Q1 		$1.69M Buy
22,001
+5,434
+33% +$390K 0.2% 128
2023
Q4 		$1.02M Buy
+16,567
New +$867K 0.12% 192

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

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

Kingswood Wealth Advisors reduced its Uber (UBER) stake by 3.9% in Q2 2026, selling an estimated $56.6K and leaving 19,051 shares worth $1.37M. The position accounts for 0.06% of the portfolio, ranked #335.

Kingswood Wealth Advisors first reported a position in UBER in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.42M in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Kingswood Wealth Advisors held 19,051 shares of Uber worth $1.37M as of Q2 2026.
  • Kingswood Wealth Advisors sold 772 Uber shares in Q2 2026, an estimated $56.6K.
  • Uber made up 0.06% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #335 holding.
  • Kingswood Wealth Advisors first reported a position in Uber in Q4 2023 and has held it in 11 quarters since.
  • Kingswood Wealth Advisors's Uber position peaked at $2.42M in Q3 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.