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Regal Investment Advisors’s Uber UBER Stock Holding History

Regal 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 		$729K Sell
10,098
-2,613
-21% -$192K 0.04% 385
2026
Q1 		$914K Buy
12,711
+5,728
+82% +$441K 0.05% 309
2025
Q4 		$571K Buy
6,983
+1,559
+29% +$140K 0.03% 391
2025
Q3 		$531K Buy
5,424
+1,045
+24% +$97.7K 0.03% 368
2025
Q2 		$409K Buy
4,379
+317
+8% +$26.1K 0.03% 368
2025
Q1 		$296K Buy
+4,062
New +$293K 0.02% 405
2024
Q4 		– Sell
-4,636
Closed -$348K – 516
2024
Q3 		$348K Sell
4,636
-359
-7% -$25.3K 0.02% 417
2024
Q2 		$363K Sell
4,995
-949
-16% -$66K 0.02% 416
2024
Q1 		$458K Sell
5,944
-2,093
-26% -$150K 0.03% 375
2023
Q4 		$495K Buy
8,037
+965
+14% +$50.5K 0.04% 324
2023
Q3 		$325K Sell
7,072
-2,764
-28% -$126K 0.03% 375
2023
Q2 		$425K Buy
9,836
+3,120
+46% +$116K 0.04% 325
2023
Q1 		$213K Buy
+6,716
New +$213K 0.02% 470
2022
Q2 		– Sell
-6,187
Closed -$220K – 558
2022
Q1 		$220K Sell
6,187
-145
-2% -$5.21K 0.02% 487
2021
Q4 		$266K Buy
6,332
+257
+4% +$11.1K 0.02% 459
2021
Q3 		$272K Buy
6,075
+35
+0.6% +$1.53K 0.03% 442
2021
Q2 		$303K Buy
+6,040
New +$315K 0.03% 420
2021
Q1 		– Sell
-8,685
Closed -$443K – 393
2020
Q4 		$443K Buy
+8,685
New +$389K 0.05% 300
2020
Q3 		– Sell
-7,517
Closed -$234K – 267
2020
Q2 		$234K Buy
+7,517
New +$234K 0.04% 283

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

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

Regal Investment Advisors reduced its Uber (UBER) stake by 21% in Q2 2026, selling an estimated $192K and leaving 10,098 shares worth $729K. The position accounts for 0.04% of the portfolio, ranked #385.

Regal Investment Advisors first reported a position in UBER in Q2 2020 and has held it in 19 quarters since. The position peaked at $914K in Q1 2026. 2,432 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Regal Investment Advisors held 10,098 shares of Uber worth $729K as of Q2 2026.
  • Regal Investment Advisors sold 2,613 Uber shares in Q2 2026, an estimated $192K.
  • Uber made up 0.04% of Regal Investment Advisors's portfolio in Q2 2026, its #385 holding.
  • Regal Investment Advisors first reported a position in Uber in Q2 2020 and has held it in 19 quarters since.
  • Regal Investment Advisors's Uber position peaked at $914K in Q1 2026.
  • 2,432 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.