Principle Wealth Partners’s Uber UBER Stock Holding History

Principle Wealth Partners’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	$616K	Buy	8,541 +2,242	+36%	+$164K	0.03%	228
2026 Q1	$453K	Sell	6,299 -2,707	-30%	-$208K	0.03%	253
2025 Q4	$736K	Buy	9,006 +1,657	+23%	+$149K	0.04%	192
2025 Q3	$720K	Buy	7,349 +300	+4%	+$28.1K	0.04%	192
2025 Q2	$658K	Buy	7,049 +394	+6%	+$32.4K	0.04%	206
2025 Q1	$485K	Buy	6,655 +460	+7%	+$33.1K	0.03%	229
2024 Q4	$374K	Buy	+6,195	New	+$442K	0.03%	259
2020 Q3	–	Sell	-60	Closed	-$2K	–	403
2020 Q2	$2K	Buy	+60	New	+$1.87K	﹤0.01%	460

Other funds holding UBER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Principle Wealth Partners's UBER Position: Q2 2026 in Review

Principle Wealth Partners increased its Uber (UBER) stake by 36% in Q2 2026, buying an estimated $164K and bringing the position to 8,541 shares worth $616K. The position accounts for 0.03% of the portfolio, ranked #228.

Principle Wealth Partners first reported a position in UBER in Q2 2020 and has held it in 8 quarters since. The position peaked at $736K in Q4 2025. 1,515 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Principle Wealth Partners held 8,541 shares of Uber worth $616K as of Q2 2026.
Principle Wealth Partners bought 2,242 Uber shares in Q2 2026, an estimated $164K.
Uber made up 0.03% of Principle Wealth Partners's portfolio in Q2 2026, its #228 holding.
Principle Wealth Partners first reported a position in Uber in Q2 2020 and has held it in 8 quarters since.
Principle Wealth Partners's Uber position peaked at $736K in Q4 2025.
1,515 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.