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Octavia Wealth Advisors’s Uber UBER Stock Holding History

Octavia 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 		$206K Buy
+2,850
New +$209K 0.02% 222
2025
Q4 		– Sell
-2,088
Closed -$205K – 270
2025
Q3 		$205K Sell
2,088
-57
-3% -$5.33K 0.02% 245
2025
Q2 		$200K Buy
+2,145
New +$177K 0.02% 225

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

Octavia Wealth Advisors's UBER Position: Q2 2026 in Review

Octavia Wealth Advisors opened a new position in Uber (UBER) in Q2 2026: 2,850 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #222 among its holdings. This is a return to the name: Octavia Wealth Advisors previously reported a position in UBER as recently as Q3 2025.

Octavia Wealth Advisors first reported a position in UBER in Q2 2025 and has held it in 3 quarters since. 2,423 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Octavia Wealth Advisors held 2,850 shares of Uber worth $206K as of Q2 2026.
  • Uber was a new Octavia Wealth Advisors position in Q2 2026.
  • Uber made up 0.02% of Octavia Wealth Advisors's portfolio in Q2 2026, its #222 holding.
  • Octavia Wealth Advisors first reported a position in Uber in Q2 2025 and has held it in 3 quarters since.
  • 2,423 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.