Sax Wealth Advisors’s Uber UBER Stock Holding History

Sax 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	$605K	Sell	8,409 -2,040	-20%	-$150K	0.02%	305
2026 Q1	$854K	Sell	10,449 -1,772	-14%	-$136K	0.04%	212
2025 Q4	$999K	Buy	12,221 +2,175	+22%	+$196K	0.05%	199
2025 Q3	$984K	Buy	10,046 +668	+7%	+$62.5K	0.05%	188
2025 Q2	$875K	Buy	9,378 +1,117	+14%	+$92K	0.05%	187
2025 Q1	$602K	Buy	8,261 +2,626	+47%	+$189K	0.04%	193
2024 Q4	$340K	Buy	5,635 +1,952	+53%	+$139K	0.03%	247
2024 Q3	$277K	Buy	+3,683	New	+$259K	0.02%	229
2022 Q3	–	Sell	-10,944	Closed	-$224K	–	171
2022 Q2	$224K	Buy	10,944 +4,502	+70%	+$120K	0.06%	150
2022 Q1	$230K	Hold	6,442	–	–	0.06%	154
2021 Q4	$270K	Buy	6,442 +993	+18%	+$42.8K	0.06%	150
2021 Q3	$244K	Buy	+5,449	New	+$238K	0.06%	146

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

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

Sax Wealth Advisors reduced its Uber (UBER) stake by 20% in Q2 2026, selling an estimated $150K and leaving 8,409 shares worth $605K. The position accounts for 0.02% of the portfolio, ranked #305.

Sax Wealth Advisors first reported a position in UBER in Q3 2021 and has held it in 12 quarters since. The position peaked at $999K in Q4 2025. 2,420 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Sax Wealth Advisors held 8,409 shares of Uber worth $605K as of Q2 2026.
Sax Wealth Advisors sold 2,040 Uber shares in Q2 2026, an estimated $150K.
Uber made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #305 holding.
Sax Wealth Advisors first reported a position in Uber in Q3 2021 and has held it in 12 quarters since.
Sax Wealth Advisors's Uber position peaked at $999K in Q4 2025.
2,420 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.