Rooted Wealth Advisors’s Uber UBER Stock Holding History

Rooted 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	$213K	Buy	+2,958	New	+$217K	0.05%	141

Other funds holding UBER

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Oslo, Norway $1T AUM

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

Rooted Wealth Advisors opened a new position in Uber (UBER) in Q2 2026: 2,958 shares worth $213K. The stake represents 0.05% of the portfolio and ranks #141 among its holdings.

2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Rooted Wealth Advisors held 2,958 shares of Uber worth $213K as of Q2 2026.
Uber was a new Rooted Wealth Advisors position in Q2 2026.
Uber made up 0.05% of Rooted Wealth Advisors's portfolio in Q2 2026, its #141 holding.
2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.