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Philip James Wealth Mangement’s Uber UBER Stock Holding History

Philip James Wealth Mangement’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 		$326K Sell
4,524
-1,455
-24% -$107K 0.04% 126
2026
Q1 		$430K Sell
5,979
-99
-2% -$7.62K 0.05% 120
2025
Q4 		$497K Buy
6,078
+488
+9% +$43.9K 0.06% 119
2025
Q3 		$548K Buy
5,590
+1,746
+45% +$163K 0.06% 112
2025
Q2 		$359K Buy
3,844
+225
+6% +$18.5K 0.05% 126
2025
Q1 		$264K Buy
+3,619
New +$261K 0.03% 143

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

Philip James Wealth Mangement's UBER Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Uber (UBER) stake by 24% in Q2 2026, selling an estimated $107K and leaving 4,524 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #126.

Philip James Wealth Mangement first reported a position in UBER in Q1 2025 and has held it in 6 quarters since. The position peaked at $548K in Q3 2025. 2,423 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Philip James Wealth Mangement held 4,524 shares of Uber worth $326K as of Q2 2026.
  • Philip James Wealth Mangement sold 1,455 Uber shares in Q2 2026, an estimated $107K.
  • Uber made up 0.04% of Philip James Wealth Mangement's portfolio in Q2 2026, its #126 holding.
  • Philip James Wealth Mangement first reported a position in Uber in Q1 2025 and has held it in 6 quarters since.
  • Philip James Wealth Mangement's Uber position peaked at $548K in Q3 2025.
  • 2,423 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.