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Modern Wealth Management’s Uber UBER Stock Holding History

Modern 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 		$1.54M Sell
21,339
-1,253
-6% -$91.9K 0.02% 426
2026
Q1 		$1.62M Sell
22,592
-307
-1% -$23.6K 0.03% 332
2025
Q4 		$1.87M Buy
22,899
+1,218
+6% +$110K 0.03% 302
2025
Q3 		$2.12M Buy
21,681
+293
+1% +$27.4K 0.04% 275
2025
Q2 		$2M Sell
21,388
-235
-1% -$19.3K 0.05% 265
2025
Q1 		$1.58M Buy
+21,623
New +$1.56M 0.05% 239

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

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

Modern Wealth Management reduced its Uber (UBER) stake by 5.5% in Q2 2026, selling an estimated $91.9K and leaving 21,339 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #426.

Modern Wealth Management first reported a position in UBER in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.12M in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Modern Wealth Management held 21,339 shares of Uber worth $1.54M as of Q2 2026.
  • Modern Wealth Management sold 1,253 Uber shares in Q2 2026, an estimated $91.9K.
  • Uber made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #426 holding.
  • Modern Wealth Management first reported a position in Uber in Q1 2025 and has held it in 6 quarters since.
  • Modern Wealth Management's Uber position peaked at $2.12M in Q3 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.