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Strategic Family Wealth Counselors’s Uber UBER Stock Holding History

Strategic Family Wealth Counselors’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 		$8.99M Buy
124,606
+24
+0% +$1.76K 2.09% 18
2026
Q1 		$8.96M Sell
124,582
-3,416
-3% -$263K 2.35% 13
2025
Q4 		$10.7M Buy
127,998
+2,758
+2% +$248K 2.41% 12
2025
Q3 		$12.3M Buy
125,240
+700
+0.6% +$65.5K 3.16% 5
2025
Q2 		$11.6M Sell
124,540
-1,546
-1% -$127K 3.31% 5
2025
Q1 		$9.19M Buy
126,086
+1,306
+1% +$94.1K 2.99% 10
2024
Q4 		$7.53M Buy
124,780
+403
+0.3% +$28.8K 2.45% 13
2024
Q3 		$9.35M Buy
124,377
+90
+0.1% +$6.34K 3.27% 8
2024
Q2 		$9.03M Buy
124,287
+219
+0.2% +$15.2K 3.44% 5
2024
Q1 		$9.55M Buy
124,068
+20
+0% +$1.44K 3.77% 4
2023
Q4 		$7.64M Hold
124,048
– – 3.2% 6
2023
Q3 		$5.7M Sell
124,048
-3
-0% -$137 2.74% 14
2023
Q2 		$5.36M Buy
124,051
+30
+0% +$1.11K 2.46% 18
2023
Q1 		$3.93M Buy
124,021
+9
+0% +$285 1.86% 21
2022
Q4 		$3.07M Sell
124,012
-34
-0% -$930 1.52% 24
2022
Q3 		$3.29M Hold
124,046
– – 1.61% 24
2022
Q2 		$2.54M Buy
124,046
+41
+0% +$1.09K 1.22% 24
2022
Q1 		$4.42M Hold
124,005
– – 1.78% 21
2021
Q4 		$5.2M Hold
124,005
– – 1.67% 17
2021
Q3 		$5.55M Sell
124,005
-123,948
-50% -$5.42M 1.9% 14
2021
Q2 		$12.4M Hold
247,953
– – 4.06% 4
2021
Q1 		$13.5M Sell
247,953
-60,000
-19% -$3.35M 5.1% 4
2020
Q4 		$15.7M Buy
307,953
+56
+0% +$2.51K 8.1% 2
2020
Q3 		$11.2M Hold
307,897
– – 6.3% 4
2020
Q2 		$9.57M Sell
307,897
-18
-0% -$561 6.03% 4
2020
Q1 		$8.6M Buy
+307,915
New +$10.1M 6.42% 3

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

Strategic Family Wealth Counselors's UBER Position: Q2 2026 in Review

Strategic Family Wealth Counselors increased its Uber (UBER) stake by 0.02% in Q2 2026, buying an estimated $1.76K and bringing the position to 124,606 shares worth $8.99M. The position accounts for 2.09% of the portfolio, ranked #18.

Strategic Family Wealth Counselors first reported a position in UBER in Q1 2020 and has held it in 26 quarters since. The position peaked at $15.7M in Q4 2020. 2,420 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Strategic Family Wealth Counselors held 124,606 shares of Uber worth $8.99M as of Q2 2026.
  • Strategic Family Wealth Counselors bought 24 Uber shares in Q2 2026, an estimated $1.76K.
  • Uber made up 2.09% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #18 holding.
  • Strategic Family Wealth Counselors first reported a position in Uber in Q1 2020 and has held it in 26 quarters since.
  • Strategic Family Wealth Counselors's Uber position peaked at $15.7M in Q4 2020.
  • 2,420 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.