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Strategic Wealth Investment Group’s Uber UBER Stock Holding History

Strategic Wealth Investment Group’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 		$8.78M Sell
121,730
-12,075
-9% -$885K 1.07% 41
2026
Q1 		$9.62M Buy
133,805
+5,366
+4% +$413K 1.22% 36
2025
Q4 		$10.5M Sell
128,439
-53,371
-29% -$4.81M 1.29% 29
2025
Q3 		$17.8M Buy
181,810
+165,172
+993% +$15.4M 1.5% 23
2025
Q2 		$1.55M Buy
16,638
+276
+2% +$22.7K 2.25% 13
2025
Q1 		$1.19M Sell
16,362
-149,532
-90% -$10.8M 2.07% 19
2024
Q4 		$10M Buy
165,894
+89
+0.1% +$6.36K 1.11% 31
2024
Q3 		$12.3M Buy
165,805
+54,084
+48% +$3.81M 1.32% 25
2024
Q2 		$7.94M Buy
+111,721
New +$7.77M 1% 31
2023
Q4 		$9.43M Buy
153,222
+4,956
+3% +$259K 1.42% 26
2023
Q3 		$6.82M Buy
148,266
+8,842
+6% +$404K 1.24% 27
2023
Q2 		$6.02M Buy
139,424
+15,786
+13% +$587K 0.96% 34
2023
Q1 		$3.92M Buy
123,638
+17,225
+16% +$546K 0.73% 39
2022
Q4 		$3.08M Buy
106,413
+11,097
+12% +$304K 0.71% 41
2022
Q3 		$2.53M Buy
95,316
+7,728
+9% +$214K 0.73% 38
2022
Q2 		$1.79M Buy
87,588
+13,168
+18% +$350K 0.45% 57
2022
Q1 		$2.65M Buy
74,420
+15,460
+26% +$556K 0.63% 39
2021
Q4 		$2.47M Buy
58,960
+8,361
+17% +$360K 0.64% 37
2021
Q3 		$2.28M Buy
50,599
+13,247
+35% +$579K 0.68% 38
2021
Q2 		$1.87M Buy
37,352
+10,026
+37% +$524K 0.66% 37
2021
Q1 		$1.49M Buy
27,326
+3,753
+16% +$209K 0.71% 37
2020
Q4 		$1.2M Buy
23,573
+783
+3% +$35.1K 0.7% 39
2020
Q3 		$831K Buy
22,790
+3,200
+16% +$106K 0.63% 40
2020
Q2 		$609K Buy
+19,590
New +$611K 0.6% 41

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 Wealth Investment Group's UBER Position: Q2 2026 in Review

Strategic Wealth Investment Group reduced its Uber (UBER) stake by 9% in Q2 2026, selling an estimated $885K and leaving 121,730 shares worth $8.78M. The position accounts for 1.07% of the portfolio, ranked #41.

Strategic Wealth Investment Group first reported a position in UBER in Q2 2020 and has held it in 24 quarters since. The position peaked at $17.8M in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Strategic Wealth Investment Group held 121,730 shares of Uber worth $8.78M as of Q2 2026.
  • Strategic Wealth Investment Group sold 12,075 Uber shares in Q2 2026, an estimated $885K.
  • Uber made up 1.07% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #41 holding.
  • Strategic Wealth Investment Group first reported a position in Uber in Q2 2020 and has held it in 24 quarters since.
  • Strategic Wealth Investment Group's Uber position peaked at $17.8M in Q3 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.