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Palumbo Wealth Management’s Uber UBER Stock Holding History

Palumbo Wealth Management’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 		$3.11M Buy
43,100
+7,363
+21% +$540K 0.65% 33
2026
Q1 		$2.57M Buy
35,737
+32,756
+1,099% +$2.52M 0.63% 36
2025
Q4 		$244K Sell
2,981
-12
-0.4% -$1.08K 0.06% 191
2025
Q3 		$229K Buy
2,993
+246
+9% +$23K 0.07% 164
2025
Q2 		$256K Buy
+2,747
New +$226K 0.08% 156
2023
Q4 		– Sell
-8,030
Closed -$369K – 135
2023
Q3 		$369K Buy
+8,030
New +$367K 0.2% 78

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

Palumbo Wealth Management's UBER Position: Q2 2026 in Review

Palumbo Wealth Management increased its Uber (UBER) stake by 21% in Q2 2026, buying an estimated $540K and bringing the position to 43,100 shares worth $3.11M. The position accounts for 0.65% of the portfolio, ranked #33.

Palumbo Wealth Management first reported a position in UBER in Q3 2023 and has held it in 6 quarters since. 2,420 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Palumbo Wealth Management held 43,100 shares of Uber worth $3.11M as of Q2 2026.
  • Palumbo Wealth Management bought 7,363 Uber shares in Q2 2026, an estimated $540K.
  • Uber made up 0.65% of Palumbo Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Palumbo Wealth Management first reported a position in Uber in Q3 2023 and has held it in 6 quarters since.
  • 2,420 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.