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Strait & Sound Wealth Management’s Uber UBER Stock Holding History

Strait & Sound 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 		$298K Sell
4,131
-266
-6% -$19.5K 0.1% 122
2026
Q1 		$316K Buy
4,397
+192
+5% +$14.8K 0.12% 123
2025
Q4 		$344K Buy
4,205
+117
+3% +$10.5K 0.13% 116
2025
Q3 		$401K Buy
4,088
+15
+0.4% +$1.4K 0.15% 104
2025
Q2 		$380K Sell
4,073
-791
-16% -$65.1K 0.16% 101
2025
Q1 		$354K Buy
+4,864
New +$350K 0.16% 98
2024
Q3 		– Sell
-5,673
Closed -$412K – 154
2024
Q2 		$412K Buy
+5,673
New +$394K 0.21% 80

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

Strait & Sound Wealth Management's UBER Position: Q2 2026 in Review

Strait & Sound Wealth Management reduced its Uber (UBER) stake by 6% in Q2 2026, selling an estimated $19.5K and leaving 4,131 shares worth $298K. The position accounts for 0.1% of the portfolio, ranked #122.

Strait & Sound Wealth Management first reported a position in UBER in Q2 2024 and has held it in 7 quarters since. The position peaked at $412K in Q2 2024. 2,425 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Strait & Sound Wealth Management held 4,131 shares of Uber worth $298K as of Q2 2026.
  • Strait & Sound Wealth Management sold 266 Uber shares in Q2 2026, an estimated $19.5K.
  • Uber made up 0.1% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Strait & Sound Wealth Management first reported a position in Uber in Q2 2024 and has held it in 7 quarters since.
  • Strait & Sound Wealth Management's Uber position peaked at $412K in Q2 2024.
  • 2,425 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.