SPWM Advisors’s Uber UBER Stock Holding History

SPWM 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	$238K	Sell	3,290 -1,149	-26%	-$84.3K	0.22%	77
2026 Q1	$339K	Buy	+4,439	New	+$342K	0.29%	68

Other funds holding UBER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Oslo, Norway $1T AUM

SPWM Advisors's UBER Position: Q2 2026 in Review

SPWM Advisors reduced its Uber (UBER) stake by 26% in Q2 2026, selling an estimated $84.3K and leaving 3,290 shares worth $238K. The position accounts for 0.22% of the portfolio, ranked #77.

SPWM Advisors first reported a position in UBER in Q1 2026 and has held it in 2 quarters since. The position peaked at $339K in Q1 2026. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

SPWM Advisors held 3,290 shares of Uber worth $238K as of Q2 2026.
SPWM Advisors sold 1,149 Uber shares in Q2 2026, an estimated $84.3K.
Uber made up 0.22% of SPWM Advisors's portfolio in Q2 2026, its #77 holding.
SPWM Advisors first reported a position in Uber in Q1 2026 and has held it in 2 quarters since.
SPWM Advisors's Uber position peaked at $339K in Q1 2026.
2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on SPWM Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.