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Provenance Wealth Advisors’s Uber UBER Stock Holding History

Provenance Wealth 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 		$66K Buy
914
+11
+1% +$807 0.01% 207
2026
Q1 		$65K Hold
903
– – 0.01% 186
2025
Q4 		$73.8K Hold
903
– – 0.01% 180
2025
Q3 		$88.5K Hold
903
– – 0.01% 168
2025
Q2 		$84.3K Sell
903
-600
-40% -$49.4K 0.01% 174
2025
Q1 		$110K Hold
1,503
– – 0.02% 175
2024
Q4 		$90.7K Hold
1,503
– – 0.01% 193
2024
Q3 		$113K Hold
1,503
– – 0.01% 179
2024
Q2 		$109K Hold
1,503
– – 0.02% 169
2024
Q1 		$116K Buy
1,503
+220
+17% +$15.8K 0.02% 174
2023
Q4 		$79K Buy
1,283
+295
+30% +$15.4K 0.01% 178
2023
Q3 		$45.4K Buy
+988
New +$45.1K 0.01% 183

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

Provenance Wealth Advisors's UBER Position: Q2 2026 in Review

Provenance Wealth Advisors increased its Uber (UBER) stake by 1.2% in Q2 2026, buying an estimated $807 and bringing the position to 914 shares worth $66K. The position accounts for 0.01% of the portfolio, ranked #207.

Provenance Wealth Advisors first reported a position in UBER in Q3 2023 and has held it in 12 quarters since. The position peaked at $116K in Q1 2024. 2,420 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Provenance Wealth Advisors held 914 shares of Uber worth $66K as of Q2 2026.
  • Provenance Wealth Advisors bought 11 Uber shares in Q2 2026, an estimated $807.
  • Uber made up 0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #207 holding.
  • Provenance Wealth Advisors first reported a position in Uber in Q3 2023 and has held it in 12 quarters since.
  • Provenance Wealth Advisors's Uber position peaked at $116K in Q1 2024.
  • 2,420 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.