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Strata Wealth Advisors’s Uber UBER Stock Holding History

Strata 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 		$312K Buy
4,319
+70
+2% +$5.13K 0.08% 77
2026
Q1 		$306K Buy
4,249
+39
+0.9% +$3K 0.08% 73
2025
Q4 		$344K Sell
4,210
-311
-7% -$28K 0.1% 63
2025
Q3 		$443K Buy
4,521
+34
+0.8% +$3.18K 0.12% 60
2025
Q2 		$419K Buy
4,487
+15
+0.3% +$1.24K 0.12% 54
2025
Q1 		$326K Sell
4,472
-5,317
-54% -$383K 0.1% 60
2024
Q4 		$590K Sell
9,789
-191
-2% -$13.6K 0.19% 45
2024
Q3 		$750K Buy
9,980
+106
+1% +$7.46K 0.24% 40
2024
Q2 		$718K Sell
9,874
-275
-3% -$19.1K 0.25% 37
2024
Q1 		$781K Buy
10,149
+119
+1% +$8.54K 0.27% 37
2023
Q4 		$618K Sell
10,030
-103
-1% -$5.39K 0.24% 41
2023
Q3 		$466K Buy
+10,133
New +$463K 0.22% 34
2023
Q1 		$353K Sell
11,145
-2,474
-18% -$78.5K 0.18% 41
2022
Q4 		$337K Buy
+13,619
New +$373K 0.19% 40

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

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

Strata Wealth Advisors increased its Uber (UBER) stake by 1.6% in Q2 2026, buying an estimated $5.13K and bringing the position to 4,319 shares worth $312K. The position accounts for 0.08% of the portfolio, ranked #77.

Strata Wealth Advisors first reported a position in UBER in Q4 2022 and has held it in 14 quarters since. The position peaked at $781K in Q1 2024. 2,429 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Strata Wealth Advisors held 4,319 shares of Uber worth $312K as of Q2 2026.
  • Strata Wealth Advisors bought 70 Uber shares in Q2 2026, an estimated $5.13K.
  • Uber made up 0.08% of Strata Wealth Advisors's portfolio in Q2 2026, its #77 holding.
  • Strata Wealth Advisors first reported a position in Uber in Q4 2022 and has held it in 14 quarters since.
  • Strata Wealth Advisors's Uber position peaked at $781K in Q1 2024.
  • 2,429 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.