LJI Wealth Management’s Uber UBER Stock Holding History

LJI 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	$1.94M	Buy	26,898 +6,544	+32%	+$480K	0.27%	38
2026 Q1	$1.46M	Buy	20,354 +1,132	+6%	+$87.1K	0.23%	44
2025 Q4	$1.57M	Buy	19,222 +3,062	+19%	+$276K	0.24%	50
2025 Q3	$1.58M	Sell	16,160 -5,362	-25%	-$501K	0.28%	35
2025 Q2	$2.01M	Buy	21,522 +9,975	+86%	+$821K	0.35%	32
2025 Q1	$841K	Buy	11,547 +7,445	+181%	+$536K	0.17%	55
2024 Q4	$247K	Buy	4,102 +56	+1%	+$4K	0.05%	152
2024 Q3	$304K	Hold	4,046	–	–	0.06%	147
2024 Q2	$294K	Buy	+4,046	New	+$281K	0.07%	145
2024 Q1	–	Sell	-3,898	Closed	-$240K	–	173
2023 Q4	$240K	Buy	+3,898	New	+$204K	0.06%	146

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

LJI Wealth Management's UBER Position: Q2 2026 in Review

LJI Wealth Management increased its Uber (UBER) stake by 32% in Q2 2026, buying an estimated $480K and bringing the position to 26,898 shares worth $1.94M. The position accounts for 0.27% of the portfolio, ranked #38.

LJI Wealth Management first reported a position in UBER in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.01M in Q2 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

LJI Wealth Management held 26,898 shares of Uber worth $1.94M as of Q2 2026.
LJI Wealth Management bought 6,544 Uber shares in Q2 2026, an estimated $480K.
Uber made up 0.27% of LJI Wealth Management's portfolio in Q2 2026, its #38 holding.
LJI Wealth Management first reported a position in Uber in Q4 2023 and has held it in 10 quarters since.
LJI Wealth Management's Uber position peaked at $2.01M in Q2 2025.
2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.