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Sound View Wealth Advisors Group’s Uber UBER Stock Holding History

Sound View Wealth Advisors Group’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
3,246
-422
-12% -$30.9K 0.01% 404
2026
Q1 		$264K Sell
3,668
-265
-7% -$20.4K 0.02% 363
2025
Q4 		$321K Buy
3,933
+100
+3% +$9.01K 0.02% 344
2025
Q3 		$376K Buy
3,833
+782
+26% +$73.1K 0.03% 315
2025
Q2 		$285K Buy
3,051
+129
+4% +$10.6K 0.02% 356
2025
Q1 		$213K Sell
2,922
-614
-17% -$44.2K 0.02% 383
2024
Q4 		$213K Buy
3,536
+67
+2% +$4.78K 0.02% 393
2024
Q3 		$261K Buy
+3,469
New +$244K 0.02% 360

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

Sound View Wealth Advisors Group's UBER Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Uber (UBER) stake by 12% in Q2 2026, selling an estimated $30.9K and leaving 3,246 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #404.

Sound View Wealth Advisors Group first reported a position in UBER in Q3 2024 and has held it in 8 quarters since. The position peaked at $376K in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Sound View Wealth Advisors Group held 3,246 shares of Uber worth $234K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 422 Uber shares in Q2 2026, an estimated $30.9K.
  • Uber made up 0.01% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #404 holding.
  • Sound View Wealth Advisors Group first reported a position in Uber in Q3 2024 and has held it in 8 quarters since.
  • Sound View Wealth Advisors Group's Uber position peaked at $376K in Q3 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.