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Smallwood Wealth Investment Management’s Uber UBER Stock Holding History

Smallwood Wealth Investment 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 		$33.6K Hold
465
– – 0.01% 230
2026
Q1 		$33.4K Hold
465
– – 0.02% 218
2025
Q4 		$38K Hold
465
– – 0.02% 199
2025
Q3 		$45.6K Hold
465
– – 0.02% 185
2025
Q2 		$43.4K Hold
465
– – 0.02% 182
2025
Q1 		$33.9K Buy
+465
New +$33.5K 0.02% 197

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM

Smallwood Wealth Investment Management's UBER Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Uber (UBER) position steady in Q2 2026 at 465 shares worth $33.6K. The position accounts for 0.01% of the portfolio, ranked #230.

Smallwood Wealth Investment Management first reported a position in UBER in Q1 2025 and has held it in 6 quarters since. The position peaked at $45.6K in Q3 2025. 1,416 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Smallwood Wealth Investment Management held 465 shares of Uber worth $33.6K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Uber share count unchanged in Q2 2026.
  • Uber made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #230 holding.
  • Smallwood Wealth Investment Management first reported a position in Uber in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Uber position peaked at $45.6K in Q3 2025.
  • 1,416 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.