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Laurel Oak Wealth Management’s Uber UBER Stock Holding History

Laurel Oak 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 		– Sell
-2,987
Closed -$215K – 395
2026
Q1 		$215K Buy
2,987
+225
+8% +$17.3K 0.04% 324
2025
Q4 		$226K Buy
+2,762
New +$249K 0.04% 317

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

Laurel Oak Wealth Management's UBER Position: Q2 2026 in Review

Laurel Oak Wealth Management sold out of Uber (UBER) in Q2 2026, closing a stake of 2,987 shares — an estimated $215K sold.

Laurel Oak Wealth Management first reported a position in UBER in Q4 2025 and held it in 2 quarters. The position peaked at $226K in Q4 2025. 2,420 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Laurel Oak Wealth Management reported no remaining Uber position as of Q2 2026 after selling out during the quarter.
  • Laurel Oak Wealth Management sold 2,987 Uber shares in Q2 2026, an estimated $215K.
  • Laurel Oak Wealth Management first reported a position in Uber in Q4 2025 and held it in 2 quarters.
  • Laurel Oak Wealth Management's Uber position peaked at $226K in Q4 2025.
  • 2,420 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.