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SHP Wealth Management’s Uber UBER Stock Holding History

SHP 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 		$234K Sell
3,248
-221
-6% -$16.2K 0.02% 276
2026
Q1 		$250K Buy
3,469
+128
+4% +$9.85K 0.02% 225
2025
Q4 		$273K Buy
+3,341
New +$301K 0.02% 211

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management reduced its Uber (UBER) stake by 6.4% in Q2 2026, selling an estimated $16.2K and leaving 3,248 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #276.

SHP Wealth Management first reported a position in UBER in Q4 2025 and has held it in 3 quarters since. The position peaked at $273K in Q4 2025. 2,435 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • SHP Wealth Management held 3,248 shares of Uber worth $234K as of Q2 2026.
  • SHP Wealth Management sold 221 Uber shares in Q2 2026, an estimated $16.2K.
  • Uber made up 0.02% of SHP Wealth Management's portfolio in Q2 2026, its #276 holding.
  • SHP Wealth Management first reported a position in Uber in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Uber position peaked at $273K in Q4 2025.
  • 2,435 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.