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Opal Wealth Advisors’s Uber UBER Stock Holding History

Opal 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 		$321K Sell
4,448
-46
-1% -$3.37K 0.07% 154
2026
Q1 		$323K Buy
4,494
+339
+8% +$26.1K 0.07% 139
2025
Q4 		$340K Sell
4,155
-286
-6% -$25.8K 0.09% 144
2025
Q3 		$435K Buy
4,441
+74
+2% +$6.92K 0.12% 103
2025
Q2 		$407K Sell
4,367
-3,042
-41% -$250K 0.11% 96
2025
Q1 		$540K Sell
7,409
-1,489
-17% -$107K 0.17% 72
2024
Q4 		$537K Sell
8,898
-476
-5% -$34K 0.16% 86
2024
Q3 		$705K Buy
9,374
+374
+4% +$26.3K 0.22% 59
2024
Q2 		$654K Sell
9,000
-283
-3% -$19.7K 0.21% 61
2024
Q1 		$715K Buy
9,283
+261
+3% +$18.7K 0.24% 59
2023
Q4 		$555K Buy
9,022
+150
+2% +$7.85K 0.22% 72
2023
Q3 		$408K Buy
8,872
+1,223
+16% +$55.9K 0.24% 66
2023
Q2 		$330K Buy
+7,649
New +$284K 0.16% 80
2022
Q1 		– Sell
-5,088
Closed -$213K – 132
2021
Q4 		$213K Sell
5,088
-37
-0.7% -$1.59K 0.13% 117
2021
Q3 		$230K Sell
5,125
-104
-2% -$4.54K 0.22% 69
2021
Q2 		$262K Buy
5,229
+171
+3% +$8.93K 0.24% 59
2021
Q1 		$276K Buy
5,058
+101
+2% +$5.64K 0.3% 52
2020
Q4 		$253K Buy
+4,957
New +$222K 0.32% 53

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

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

Opal Wealth Advisors reduced its Uber (UBER) stake by 1% in Q2 2026, selling an estimated $3.37K and leaving 4,448 shares worth $321K. The position accounts for 0.07% of the portfolio, ranked #154.

Opal Wealth Advisors first reported a position in UBER in Q4 2020 and has held it in 18 quarters since. The position peaked at $715K in Q1 2024. 2,429 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Opal Wealth Advisors held 4,448 shares of Uber worth $321K as of Q2 2026.
  • Opal Wealth Advisors sold 46 Uber shares in Q2 2026, an estimated $3.37K.
  • Uber made up 0.07% of Opal Wealth Advisors's portfolio in Q2 2026, its #154 holding.
  • Opal Wealth Advisors first reported a position in Uber in Q4 2020 and has held it in 18 quarters since.
  • Opal Wealth Advisors's Uber position peaked at $715K in Q1 2024.
  • 2,429 funds tracked by Wall St. Rank held Uber as of Q2 2026.

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