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SOA Wealth Advisors’s Uber UBER Stock Holding History

SOA Wealth Advisors’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 		$53.8K Sell
746
-224
-23% -$16.4K 0.01% 379
2026
Q1 		$69.8K Sell
970
-950
-49% -$73.1K 0.01% 321
2025
Q4 		$157K Buy
1,920
+50
+3% +$4.5K 0.03% 232
2025
Q3 		$183K Buy
1,870
+320
+21% +$29.9K 0.03% 210
2025
Q2 		$145K Sell
1,550
-215
-12% -$17.7K 0.03% 237
2025
Q1 		$129K Sell
1,765
-238
-12% -$17.1K 0.03% 234
2024
Q4 		$121K Buy
2,003
+405
+25% +$28.9K 0.02% 235
2024
Q3 		$120K Buy
1,598
+10
+0.6% +$704 0.02% 235
2024
Q2 		$115K Buy
1,588
+382
+32% +$26.6K 0.02% 229
2024
Q1 		$92.8K Sell
1,206
-93
-7% -$6.68K 0.02% 249
2023
Q4 		$80K Buy
1,299
+200
+18% +$10.5K 0.02% 256
2023
Q3 		$50.5K Buy
1,099
+400
+57% +$18.3K 0.01% 284
2023
Q2 		$30.2K Buy
699
+400
+134% +$14.9K 0.01% 354
2023
Q1 		$9.48K Hold
299
– – ﹤0.01% 530
2022
Q4 		$7.39K Hold
299
– – ﹤0.01% 564
2022
Q3 		$7K Hold
299
– – ﹤0.01% 567
2022
Q2 		$6K Hold
299
– – ﹤0.01% 577
2022
Q1 		$10K Hold
299
– – ﹤0.01% 596
2021
Q4 		$12K Hold
299
– – ﹤0.01% 542
2021
Q3 		$13K Sell
299
-500
-63% -$21.8K ﹤0.01% 536
2021
Q2 		$40K Buy
799
+500
+167% +$26.1K 0.01% 339
2021
Q1 		$16K Hold
299
– – ﹤0.01% 440
2020
Q4 		$18K Buy
+299
New +$13.4K ﹤0.01% 427

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

SOA Wealth Advisors's UBER Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Uber (UBER) stake by 23% in Q2 2026, selling an estimated $16.4K and leaving 746 shares worth $53.8K. The position accounts for 0.01% of the portfolio, ranked #379.

SOA Wealth Advisors first reported a position in UBER in Q4 2020 and has held it in 23 quarters since. The position peaked at $183K in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • SOA Wealth Advisors held 746 shares of Uber worth $53.8K as of Q2 2026.
  • SOA Wealth Advisors sold 224 Uber shares in Q2 2026, an estimated $16.4K.
  • Uber made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #379 holding.
  • SOA Wealth Advisors first reported a position in Uber in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Uber position peaked at $183K in Q3 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.