Sendero Wealth Management’s Uber UBER Stock Holding History

Sendero 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	$3.33M	Sell	46,162 -13,410	-23%	-$983K	0.33%	50
2026 Q1	$4.29M	Sell	59,572 -13,235	-18%	-$1.02M	0.47%	41
2025 Q4	$5.95M	Sell	72,807 -7,347	-9%	-$662K	0.66%	26
2025 Q3	$7.85M	Buy	80,154 +9,661	+14%	+$904K	0.92%	21
2025 Q2	$6.58M	Buy	70,493 +6,239	+10%	+$514K	0.82%	26
2025 Q1	$4.68M	Buy	64,254 +9,113	+17%	+$657K	0.65%	34
2024 Q4	$3.33M	Buy	55,141 +12,185	+28%	+$870K	0.5%	42
2024 Q3	$3.23M	Buy	42,956 +1,133	+3%	+$79.8K	0.51%	42
2024 Q2	$3.04M	Buy	41,823 +5,957	+17%	+$414K	0.51%	40
2024 Q1	$2.76M	Buy	+35,866	New	+$2.57M	0.47%	45

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

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

Sendero Wealth Management reduced its Uber (UBER) stake by 23% in Q2 2026, selling an estimated $983K and leaving 46,162 shares worth $3.33M. The position accounts for 0.33% of the portfolio, ranked #50.

Sendero Wealth Management first reported a position in UBER in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.85M in Q3 2025. 2,429 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Sendero Wealth Management held 46,162 shares of Uber worth $3.33M as of Q2 2026.
Sendero Wealth Management sold 13,410 Uber shares in Q2 2026, an estimated $983K.
Uber made up 0.33% of Sendero Wealth Management's portfolio in Q2 2026, its #50 holding.
Sendero Wealth Management first reported a position in Uber in Q1 2024 and has held it in 10 quarters since.
Sendero Wealth Management's Uber position peaked at $7.85M in Q3 2025.
2,429 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.