Level Four Advisory Services’s Uber UBER Stock Holding History

Level Four Advisory Services’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	$12.2M	Buy	168,490 +2,389	+1%	+$175K	0.34%	60
2026 Q1	$11.9M	Buy	166,101 +4,637	+3%	+$357K	0.39%	52
2025 Q4	$13.2M	Buy	161,464 +2,338	+1%	+$211K	0.43%	42
2025 Q3	$15.6M	Sell	159,126 -10,179	-6%	-$952K	0.53%	33
2025 Q2	$15.8M	Sell	169,305 -22,726	-12%	-$1.87M	0.58%	28
2025 Q1	$14M	Buy	192,031 +14,048	+8%	+$1.01M	0.58%	28
2024 Q4	$10.7M	Buy	177,983 +12,625	+8%	+$902K	0.44%	48
2024 Q3	$11.9M	Sell	165,358 -4,524	-3%	-$318K	0.5%	33
2024 Q2	$12.3M	Sell	169,882 -32,409	-16%	-$2.25M	0.56%	28
2024 Q1	$12.5M	Buy	202,291 +8,435	+4%	+$605K	0.68%	19
2023 Q4	$11.9M	Sell	193,856 -8,284	-4%	-$433K	0.67%	21
2023 Q3	$9.3M	Sell	202,140 -3,918	-2%	-$179K	0.6%	23
2023 Q2	$8.9M	Buy	206,058 +6,377	+3%	+$237K	0.53%	32
2023 Q1	$6.33M	Buy	199,681 +29,628	+17%	+$940K	0.42%	45
2022 Q4	$4.21M	Sell	170,053 -41,534	-20%	-$1.14M	0.31%	76
2022 Q3	$5.61M	Buy	211,587 +16,576	+9%	+$458K	0.55%	39
2022 Q2	$3.99M	Buy	195,011 +26,261	+16%	+$697K	0.38%	71
2022 Q1	$6.02M	Buy	168,750 +7,819	+5%	+$281K	0.47%	45
2021 Q4	$6.75M	Buy	160,931 +82,949	+106%	+$3.58M	0.51%	38
2021 Q3	$3.49M	Sell	77,982 -11,008	-12%	-$481K	0.36%	79
2021 Q2	$4.46M	Sell	88,990 -2,638	-3%	-$138K	0.31%	73
2021 Q1	$5M	Buy	91,628 +5,321	+6%	+$297K	0.39%	54
2020 Q4	$4.4M	Sell	86,307 -15,072	-15%	-$675K	0.35%	70
2020 Q3	$3.7M	Buy	101,379 +19,913	+24%	+$657K	0.28%	88
2020 Q2	$2.52M	Buy	81,466 +3,934	+5%	+$123K	0.2%	130
2020 Q1	$2.16M	Buy	+77,532	New	+$2.55M	0.26%	95

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

Level Four Advisory Services's UBER Position: Q2 2026 in Review

Level Four Advisory Services increased its Uber (UBER) stake by 1.4% in Q2 2026, buying an estimated $175K and bringing the position to 168,490 shares worth $12.2M. The position accounts for 0.34% of the portfolio, ranked #60.

Level Four Advisory Services first reported a position in UBER in Q1 2020 and has held it in 26 quarters since. The position peaked at $15.8M in Q2 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Level Four Advisory Services held 168,490 shares of Uber worth $12.2M as of Q2 2026.
Level Four Advisory Services bought 2,389 Uber shares in Q2 2026, an estimated $175K.
Uber made up 0.34% of Level Four Advisory Services's portfolio in Q2 2026, its #60 holding.
Level Four Advisory Services first reported a position in Uber in Q1 2020 and has held it in 26 quarters since.
Level Four Advisory Services's Uber position peaked at $15.8M in Q2 2025.
2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.