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Naviter Wealth’s Uber UBER Stock Holding History

Naviter Wealth’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 		$1.6M Buy
22,129
+2,369
+12% +$174K 0.14% 136
2026
Q1 		$1.42M Sell
19,760
-314
-2% -$24.2K 0.18% 129
2025
Q4 		$1.64M Sell
20,074
-694
-3% -$62.5K 0.21% 113
2025
Q3 		$2.03M Buy
20,768
+860
+4% +$80.4K 0.24% 111
2025
Q2 		$1.86M Sell
19,908
-640
-3% -$52.7K 0.23% 117
2025
Q1 		$1.49M Buy
20,548
+492
+2% +$35.4K 0.18% 143
2024
Q4 		$1.21M Buy
20,056
+10,473
+109% +$748K 0.15% 158
2024
Q3 		$720K Sell
9,583
-670
-7% -$47.2K 0.1% 178
2024
Q2 		$745K Sell
10,253
-788
-7% -$54.8K 0.11% 176
2024
Q1 		$850K Buy
11,041
+7,074
+178% +$508K 0.14% 168
2023
Q4 		$244K Buy
+3,967
New +$208K 0.05% 197
2023
Q1 		– Sell
-17,878
Closed -$535K – 221
2022
Q4 		$535K Buy
17,878
+1,713
+11% +$46.9K 0.15% 145
2022
Q3 		$428K Sell
16,165
-273
-2% -$7.54K 0.17% 138
2022
Q2 		$336K Buy
+16,438
New +$436K 0.14% 153

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

Naviter Wealth's UBER Position: Q2 2026 in Review

Naviter Wealth increased its Uber (UBER) stake by 12% in Q2 2026, buying an estimated $174K and bringing the position to 22,129 shares worth $1.6M. The position accounts for 0.14% of the portfolio, ranked #136.

Naviter Wealth first reported a position in UBER in Q2 2022 and has held it in 14 quarters since. The position peaked at $2.03M in Q3 2025. 2,432 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Naviter Wealth held 22,129 shares of Uber worth $1.6M as of Q2 2026.
  • Naviter Wealth bought 2,369 Uber shares in Q2 2026, an estimated $174K.
  • Uber made up 0.14% of Naviter Wealth's portfolio in Q2 2026, its #136 holding.
  • Naviter Wealth first reported a position in Uber in Q2 2022 and has held it in 14 quarters since.
  • Naviter Wealth's Uber position peaked at $2.03M in Q3 2025.
  • 2,432 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.