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New Insight Wealth Advisors’s Uber UBER Stock Holding History

New Insight Wealth Advisors’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 		$283K Sell
3,917
-1,725
-31% -$126K 0.08% 104
2026
Q1 		$406K Sell
5,642
-1,277
-18% -$98.3K 0.15% 75
2025
Q4 		$565K Sell
6,919
-452
-6% -$40.7K 0.2% 70
2025
Q3 		$722K Sell
7,371
-449
-6% -$42K 0.27% 56
2025
Q2 		$730K Sell
7,820
-837
-10% -$68.9K 0.3% 50
2025
Q1 		$631K Sell
8,657
-903
-9% -$65.1K 0.29% 51
2024
Q4 		$577K Sell
9,560
-338
-3% -$24.1K 0.29% 48
2024
Q3 		$744K Sell
9,898
-1,220
-11% -$85.9K 0.39% 39
2024
Q2 		$808K Sell
11,118
-5,488
-33% -$381K 0.48% 37
2024
Q1 		$1.28M Sell
16,606
-617
-4% -$44.3K 0.8% 27
2023
Q4 		$1.06M Buy
+17,223
New +$901K 0.71% 28

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

New Insight Wealth Advisors's UBER Position: Q2 2026 in Review

New Insight Wealth Advisors reduced its Uber (UBER) stake by 31% in Q2 2026, selling an estimated $126K and leaving 3,917 shares worth $283K. The position accounts for 0.08% of the portfolio, ranked #104.

New Insight Wealth Advisors first reported a position in UBER in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.28M in Q1 2024. 2,429 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • New Insight Wealth Advisors held 3,917 shares of Uber worth $283K as of Q2 2026.
  • New Insight Wealth Advisors sold 1,725 Uber shares in Q2 2026, an estimated $126K.
  • Uber made up 0.08% of New Insight Wealth Advisors's portfolio in Q2 2026, its #104 holding.
  • New Insight Wealth Advisors first reported a position in Uber in Q4 2023 and has held it in 11 quarters since.
  • New Insight Wealth Advisors's Uber position peaked at $1.28M in Q1 2024.
  • 2,429 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.