Shelton Wealth Management’s Uber UBER Stock Holding History

Shelton 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	$1.88M	Buy	26,030 +4,539	+21%	+$333K	0.74%	39
2026 Q1	$1.55M	Buy	21,491 +8,795	+69%	+$677K	0.68%	39
2025 Q4	$1.04M	Sell	12,696 -8,314	-40%	-$749K	0.44%	73
2025 Q3	$2.06M	Buy	21,010 +1,216	+6%	+$114K	0.93%	28
2025 Q2	$1.85M	Buy	19,794 +16,049	+429%	+$1.32M	0.89%	28
2025 Q1	$273K	Hold	3,745	–	–	0.15%	109
2024 Q4	$226K	Buy	+3,745	New	+$267K	0.12%	119

Other funds holding UBER

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

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

Shelton Wealth Management increased its Uber (UBER) stake by 21% in Q2 2026, buying an estimated $333K and bringing the position to 26,030 shares worth $1.88M. The position accounts for 0.74% of the portfolio, ranked #39.

Shelton Wealth Management first reported a position in UBER in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.06M in Q3 2025. 362 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Shelton Wealth Management held 26,030 shares of Uber worth $1.88M as of Q2 2026.
Shelton Wealth Management bought 4,539 Uber shares in Q2 2026, an estimated $333K.
Uber made up 0.74% of Shelton Wealth Management's portfolio in Q2 2026, its #39 holding.
Shelton Wealth Management first reported a position in Uber in Q4 2024 and has held it in 7 quarters since.
Shelton Wealth Management's Uber position peaked at $2.06M in Q3 2025.
362 funds tracked by Wall St. Rank held Uber as of Q2 2026.

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