Oak Family Advisors’s Uber UBER Stock Holding History

Oak Family 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	$5.75M	Sell	79,680 -41,092	-34%	-$3.01M	1.47%	23
2026 Q1	$8.69M	Buy	120,772 +25,741	+27%	+$1.98M	2.45%	10
2025 Q4	$7.76M	Buy	95,031 +30,764	+48%	+$2.77M	2.13%	14
2025 Q3	$6.3M	Buy	64,267 +3,190	+5%	+$298K	1.57%	17
2025 Q2	$5.7M	Sell	61,077 -3,214	-5%	-$265K	1.8%	21
2025 Q1	$4.68M	Buy	64,291 +5,685	+10%	+$410K	1.58%	23
2024 Q4	$3.54M	Buy	+58,606	New	+$4.18M	1.28%	27
2022 Q4	–	Sell	-9,407	Closed	-$249K	–	122
2022 Q3	$249K	Sell	9,407 -1,050	-10%	-$29K	0.13%	98
2022 Q2	$214K	Sell	10,457 -7,244	-41%	-$192K	0.11%	117
2022 Q1	$632K	Sell	17,701 -4,779	-21%	-$172K	0.25%	70
2021 Q4	$943K	Sell	22,480 -1,714	-7%	-$73.9K	0.35%	58
2021 Q3	$1.08M	Sell	24,194 -6,617	-21%	-$289K	0.4%	49
2021 Q2	$1.54M	Buy	30,811 +5,886	+24%	+$307K	0.64%	36
2021 Q1	$1.36M	Sell	24,925 -1,181	-5%	-$65.9K	0.59%	37
2020 Q4	$1.33M	Buy	+26,106	New	+$1.17M	0.69%	36

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

Oak Family Advisors's UBER Position: Q2 2026 in Review

Oak Family Advisors reduced its Uber (UBER) stake by 34% in Q2 2026, selling an estimated $3.01M and leaving 79,680 shares worth $5.75M. The position accounts for 1.47% of the portfolio, ranked #23.

Oak Family Advisors first reported a position in UBER in Q4 2020 and has held it in 15 quarters since. The position peaked at $8.69M in Q1 2026. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Oak Family Advisors held 79,680 shares of Uber worth $5.75M as of Q2 2026.
Oak Family Advisors sold 41,092 Uber shares in Q2 2026, an estimated $3.01M.
Uber made up 1.47% of Oak Family Advisors's portfolio in Q2 2026, its #23 holding.
Oak Family Advisors first reported a position in Uber in Q4 2020 and has held it in 15 quarters since.
Oak Family Advisors's Uber position peaked at $8.69M in Q1 2026.
2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.