Pension & Wealth Management Advisors’s Uber UBER Stock Holding History

Pension & Wealth Management 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	$323K	Sell	4,478 -1,000	-18%	-$73.3K	0.09%	139
2026 Q1	$394K	Buy	5,478 +32	+0.6%	+$2.46K	0.12%	120
2025 Q4	$445K	Buy	5,446 +5,434	+45,283%	+$489K	0.13%	104
2025 Q3	$1.18K	Hold	12	–	–	﹤0.01%	501
2025 Q2	$1.12K	Buy	12 +3	+33%	+$247	﹤0.01%	458
2025 Q1	$656	Hold	9	–	–	﹤0.01%	448
2024 Q4	$543	Hold	9	–	–	﹤0.01%	448
2024 Q3	$676	Sell	9 -136	-94%	-$9.57K	﹤0.01%	346
2024 Q2	$10.5K	Sell	145 -75	-34%	-$5.21K	0.01%	280
2024 Q1	$16.9K	Sell	220 -131	-37%	-$9.4K	0.01%	253
2023 Q4	$21.6K	Hold	351	–	–	0.01%	226
2023 Q3	$16.1K	Hold	351	–	–	0.01%	193
2023 Q2	$15.2K	Sell	351 -535	-60%	-$19.9K	0.01%	197
2023 Q1	$28.1K	Buy	886 +786	+786%	+$24.9K	0.02%	188
2022 Q4	$2.47K	Buy	+100	New	+$2.74K	﹤0.01%	238

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pension & Wealth Management Advisors's UBER Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its Uber (UBER) stake by 18% in Q2 2026, selling an estimated $73.3K and leaving 4,478 shares worth $323K. The position accounts for 0.09% of the portfolio, ranked #139.

Pension & Wealth Management Advisors first reported a position in UBER in Q4 2022 and has held it in 15 quarters since. The position peaked at $445K in Q4 2025. 2,293 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Pension & Wealth Management Advisors held 4,478 shares of Uber worth $323K as of Q2 2026.
Pension & Wealth Management Advisors sold 1,000 Uber shares in Q2 2026, an estimated $73.3K.
Uber made up 0.09% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #139 holding.
Pension & Wealth Management Advisors first reported a position in Uber in Q4 2022 and has held it in 15 quarters since.
Pension & Wealth Management Advisors's Uber position peaked at $445K in Q4 2025.
2,293 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.