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Rockline Wealth Management’s Uber UBER Stock Holding History

Rockline Wealth Management’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 		$1.39M Buy
19,238
+514
+3% +$37.7K 0.27% 58
2026
Q1 		$1.35M Sell
18,724
-19,293
-51% -$1.48M 0.29% 56
2025
Q4 		$3.11M Buy
38,017
+6,026
+19% +$543K 0.63% 43
2025
Q3 		$3.13M Buy
31,991
+9,043
+39% +$846K 0.65% 42
2025
Q2 		$2.14M Buy
22,948
+4,812
+27% +$396K 0.51% 50
2025
Q1 		$1.32M Buy
18,136
+2,371
+15% +$171K 0.37% 52
2024
Q4 		$951K Buy
15,765
+2,568
+19% +$183K 0.25% 60
2024
Q3 		$992K Buy
+13,197
New +$929K 0.28% 60

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

Rockline Wealth Management's UBER Position: Q2 2026 in Review

Rockline Wealth Management increased its Uber (UBER) stake by 2.7% in Q2 2026, buying an estimated $37.7K and bringing the position to 19,238 shares worth $1.39M. The position accounts for 0.27% of the portfolio, ranked #58.

Rockline Wealth Management first reported a position in UBER in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.13M in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Rockline Wealth Management held 19,238 shares of Uber worth $1.39M as of Q2 2026.
  • Rockline Wealth Management bought 514 Uber shares in Q2 2026, an estimated $37.7K.
  • Uber made up 0.27% of Rockline Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Rockline Wealth Management first reported a position in Uber in Q3 2024 and has held it in 8 quarters since.
  • Rockline Wealth Management's Uber position peaked at $3.13M in Q3 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

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