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Spire Wealth Management’s Uber UBER Stock Holding History

Spire 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 		$4.42M Sell
61,240
-1,425
-2% -$104K 0.13% 149
2026
Q1 		$4.51M Sell
62,665
-3,049
-5% -$235K 0.15% 141
2025
Q4 		$5.37M Sell
65,714
-87,839
-57% -$7.91M 0.18% 114
2025
Q3 		$15M Buy
153,553
+1,919
+1% +$179K 0.51% 41
2025
Q2 		$13.9M Sell
151,634
-49,680
-25% -$4.09M 0.5% 45
2025
Q1 		$14.7M Buy
201,314
+13,832
+7% +$997K 0.47% 42
2024
Q4 		$11.3M Buy
187,482
+23,563
+14% +$1.68M 0.35% 62
2024
Q3 		$12.3M Buy
163,919
+18,871
+13% +$1.33M 0.42% 49
2024
Q2 		$10.5M Sell
145,048
-6,433
-4% -$447K 0.37% 51
2024
Q1 		$25.2M Buy
151,481
+21,552
+17% +$1.55M 0.46% 38
2023
Q4 		$8.46M Buy
129,929
+76,470
+143% +$4M 0.28% 74
2023
Q3 		$2.46M Sell
53,459
-169
-0.3% -$7.72K 0.09% 199
2023
Q2 		$2.32M Buy
53,628
+5,018
+10% +$187K 0.09% 214
2023
Q1 		$1.54M Buy
48,610
+10,089
+26% +$320K 0.06% 266
2022
Q4 		$953K Buy
38,521
+477
+1% +$13.1K 0.05% 239
2022
Q3 		$1.01M Buy
38,044
+21,776
+134% +$602K 0.06% 211
2022
Q2 		$333K Sell
16,268
-13,574
-45% -$360K 0.01% 600
2022
Q1 		$1.06M Buy
29,842
+2,716
+10% +$97.7K 0.03% 375
2021
Q4 		$1.14M Buy
27,126
+570
+2% +$24.6K 0.03% 440
2021
Q3 		$1.19M Buy
26,556
+3,439
+15% +$150K 0.03% 371
2021
Q2 		$1.16M Sell
23,117
-9,197
-28% -$480K 0.03% 387
2021
Q1 		$1.74M Buy
+32,314
New +$1.8M 0.05% 312

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

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

Spire Wealth Management reduced its Uber (UBER) stake by 2.3% in Q2 2026, selling an estimated $104K and leaving 61,240 shares worth $4.42M. The position accounts for 0.13% of the portfolio, ranked #149.

Spire Wealth Management first reported a position in UBER in Q1 2021 and has held it in 22 quarters since. The position peaked at $25.2M in Q1 2024. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Spire Wealth Management held 61,240 shares of Uber worth $4.42M as of Q2 2026.
  • Spire Wealth Management sold 1,425 Uber shares in Q2 2026, an estimated $104K.
  • Uber made up 0.13% of Spire Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Spire Wealth Management first reported a position in Uber in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Uber position peaked at $25.2M in Q1 2024.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.