Powell Investment Advisors’s Uber UBER Stock Holding History

Powell Investment 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	$424K	Hold	5,875	–	–	0.13%	86
2026 Q1	$423K	Hold	5,875	–	–	0.15%	93
2025 Q4	$480K	Hold	5,875	–	–	0.17%	84
2025 Q3	$576K	Hold	5,875	–	–	0.2%	72
2025 Q2	$548K	Buy	5,875 +500	+9%	+$41.2K	0.21%	69
2025 Q1	$392K	Buy	5,375 +600	+13%	+$43.2K	0.19%	68
2024 Q4	$288K	Hold	4,775	–	–	0.13%	98
2024 Q3	$359K	Hold	4,775	–	–	0.17%	80
2024 Q2	$347K	Hold	4,775	–	–	0.18%	77
2024 Q1	$368K	Hold	4,775	–	–	0.19%	73
2023 Q4	$294K	Hold	4,775	–	–	0.16%	79
2023 Q3	$220K	Buy	+4,775	New	+$218K	0.13%	99

Other funds holding UBER

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

CapitalatWork SA Auderghem $3.99B AUM

Powell Investment Advisors's UBER Position: Q2 2026 in Review

Powell Investment Advisors held its Uber (UBER) position steady in Q2 2026 at 5,875 shares worth $424K. The position accounts for 0.13% of the portfolio, ranked #86.

Powell Investment Advisors first reported a position in UBER in Q3 2023 and has held it in 12 quarters since. The position peaked at $576K in Q3 2025. 1,014 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Powell Investment Advisors held 5,875 shares of Uber worth $424K as of Q2 2026.
Powell Investment Advisors left its Uber share count unchanged in Q2 2026.
Uber made up 0.13% of Powell Investment Advisors's portfolio in Q2 2026, its #86 holding.
Powell Investment Advisors first reported a position in Uber in Q3 2023 and has held it in 12 quarters since.
Powell Investment Advisors's Uber position peaked at $576K in Q3 2025.
1,014 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.