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Kovack Advisors’s Uber UBER Stock Holding History

Kovack 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 		$1.48M Sell
20,434
-1,638
-7% -$120K 0.07% 273
2026
Q1 		$1.59M Sell
22,072
-8,866
-29% -$682K 0.08% 233
2025
Q4 		$2.53M Buy
30,938
+24,616
+389% +$2.22M 0.12% 154
2025
Q3 		$619K Sell
6,322
-8
-0.1% -$748 0.06% 281
2025
Q2 		$591K Sell
6,330
-3,927
-38% -$323K 0.06% 287
2025
Q1 		$747K Buy
10,257
+454
+5% +$32.7K 0.08% 220
2024
Q4 		$591K Buy
9,803
+1,830
+23% +$131K 0.06% 273
2024
Q3 		$599K Sell
7,973
-10,435
-57% -$735K 0.06% 269
2024
Q2 		$1.34M Sell
18,408
-16,891
-48% -$1.17M 0.15% 134
2024
Q1 		$2.72M Sell
35,299
-4,703
-12% -$338K 0.33% 64
2023
Q4 		$2.46M Buy
40,002
+7,790
+24% +$408K 0.29% 71
2023
Q3 		$1.48M Buy
32,212
+3,948
+14% +$180K 0.21% 106
2023
Q2 		$1.22M Buy
28,264
+4,529
+19% +$168K 0.16% 135
2023
Q1 		$752K Buy
23,735
+385
+2% +$12.2K 0.1% 203
2022
Q4 		$577K Buy
23,350
+676
+3% +$18.5K 0.08% 251
2022
Q3 		$601K Buy
22,674
+4,090
+22% +$113K 0.09% 244
2022
Q2 		$380K Buy
18,584
+2,081
+13% +$55.2K 0.05% 389
2022
Q1 		$588K Buy
16,503
+2,236
+16% +$80.4K 0.06% 349
2021
Q4 		$598K Buy
14,267
+4,999
+54% +$216K 0.06% 346
2021
Q3 		$415K Buy
9,268
+1,225
+15% +$53.5K 0.05% 419
2021
Q2 		$403K Buy
8,043
+2,571
+47% +$134K 0.05% 415
2021
Q1 		$298K Buy
5,472
+560
+11% +$31.3K 0.04% 452
2020
Q4 		$251K Buy
+4,912
New +$220K 0.04% 461
2020
Q1 		– Sell
-11,555
Closed -$344K – 544
2019
Q4 		$344K Buy
+11,555
New +$343K 0.06% 332

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

Kovack Advisors's UBER Position: Q2 2026 in Review

Kovack Advisors reduced its Uber (UBER) stake by 7.4% in Q2 2026, selling an estimated $120K and leaving 20,434 shares worth $1.48M. The position accounts for 0.07% of the portfolio, ranked #273.

Kovack Advisors first reported a position in UBER in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.72M in Q1 2024. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Kovack Advisors held 20,434 shares of Uber worth $1.48M as of Q2 2026.
  • Kovack Advisors sold 1,638 Uber shares in Q2 2026, an estimated $120K.
  • Uber made up 0.07% of Kovack Advisors's portfolio in Q2 2026, its #273 holding.
  • Kovack Advisors first reported a position in Uber in Q4 2019 and has held it in 24 quarters since.
  • Kovack Advisors's Uber position peaked at $2.72M in Q1 2024.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.