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Shepherd Wealth Management’s Uber UBER Stock Holding History

Shepherd 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 		$324K Hold
4,216
– – 0.18% 35
2026
Q1 		$314K Sell
4,216
-51,575
-92% -$3.97M 0.23% 36
2025
Q4 		$4.73M Sell
55,791
-47
-0.1% -$4.23K 3.29% 11
2025
Q3 		$5.22M Buy
55,838
+8,191
+17% +$766K 3.47% 11
2025
Q2 		$4.28M Sell
47,647
-28,290
-37% -$2.33M 2.92% 10
2025
Q1 		$5.53M Buy
75,937
+53,065
+232% +$3.82M 5.69% 9
2024
Q4 		$1.38M Buy
+22,872
New +$1.63M 1.36% 17

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

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

Shepherd Wealth Management held its Uber (UBER) position steady in Q2 2026 at 4,216 shares worth $324K. The position accounts for 0.18% of the portfolio, ranked #35.

Shepherd Wealth Management first reported a position in UBER in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.53M in Q1 2025. 2,429 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Shepherd Wealth Management held 4,216 shares of Uber worth $324K as of Q2 2026.
  • Shepherd Wealth Management left its Uber share count unchanged in Q2 2026.
  • Uber made up 0.18% of Shepherd Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Shepherd Wealth Management first reported a position in Uber in Q4 2024 and has held it in 7 quarters since.
  • Shepherd Wealth Management's Uber position peaked at $5.53M in Q1 2025.
  • 2,429 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.