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Roberts Wealth Advisors’s Uber UBER Stock Holding History

Roberts 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 		$313K Hold
4,335
– – 0.07% 102
2026
Q1 		$312K Hold
4,335
– – 0.08% 98
2025
Q4 		$354K Sell
4,335
-222
-5% -$20K 0.09% 89
2025
Q3 		$446K Hold
4,557
– – 0.12% 79
2025
Q2 		$425K Sell
4,557
-2,892
-39% -$238K 0.12% 77
2025
Q1 		$543K Hold
7,449
– – 0.17% 76
2024
Q4 		$499K Buy
7,449
+525
+8% +$37.5K 0.15% 74
2024
Q3 		$527K Buy
6,924
+41
+0.6% +$2.89K 0.17% 73
2024
Q2 		$491K Hold
6,883
– – 0.17% 71
2024
Q1 		$505K Buy
+6,883
New +$494K 0.19% 73

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

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

Roberts Wealth Advisors held its Uber (UBER) position steady in Q2 2026 at 4,335 shares worth $313K. The position accounts for 0.07% of the portfolio, ranked #102.

Roberts Wealth Advisors first reported a position in UBER in Q1 2024 and has held it in 10 quarters since. The position peaked at $543K in Q1 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Roberts Wealth Advisors held 4,335 shares of Uber worth $313K as of Q2 2026.
  • Roberts Wealth Advisors left its Uber share count unchanged in Q2 2026.
  • Uber made up 0.07% of Roberts Wealth Advisors's portfolio in Q2 2026, its #102 holding.
  • Roberts Wealth Advisors first reported a position in Uber in Q1 2024 and has held it in 10 quarters since.
  • Roberts Wealth Advisors's Uber position peaked at $543K in Q1 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.