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Strategic Wealth Partners’s Uber UBER Stock Holding History

Strategic Wealth Partners’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 		$4.09M Sell
56,683
-10,387
-15% -$762K 0.25% 78
2026
Q1 		$4.82M Buy
67,070
+5,736
+9% +$441K 0.33% 74
2025
Q4 		$5.01M Buy
61,334
+4,094
+7% +$369K 0.34% 78
2025
Q3 		$5.61M Sell
57,240
-12,427
-18% -$1.16M 0.42% 70
2025
Q2 		$6.5M Buy
+69,667
New +$5.74M 0.51% 66
2024
Q4 		$4.19M Buy
52,196
+9,489
+22% +$678K 0.35% 83
2024
Q3 		$3.21M Buy
42,707
+7,552
+21% +$532K 0.31% 86
2024
Q2 		$2.56M Buy
35,155
+8,217
+31% +$571K 0.27% 87
2024
Q1 		$2.07M Sell
26,938
-3,918
-13% -$281K 0.23% 92
2023
Q4 		$1.9M Sell
30,856
-8,942
-22% -$468K 0.23% 93
2023
Q3 		$1.83M Buy
39,798
+1,496
+4% +$68.3K 0.24% 106
2023
Q2 		$1.65M Buy
38,302
+8,558
+29% +$318K 0.21% 121
2023
Q1 		$943K Buy
29,744
+1,530
+5% +$48.5K 0.14% 134
2022
Q4 		$698K Buy
+28,214
New +$772K 0.13% 147
2021
Q2 		– Sell
-6,703
Closed -$365K – 259
2021
Q1 		$365K Buy
+6,703
New +$374K 0.15% 150

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 Partners's UBER Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Uber (UBER) stake by 15% in Q2 2026, selling an estimated $762K and leaving 56,683 shares worth $4.09M. The position accounts for 0.25% of the portfolio, ranked #78.

Strategic Wealth Partners first reported a position in UBER in Q1 2021 and has held it in 15 quarters since. The position peaked at $6.5M in Q2 2025. 2,432 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Strategic Wealth Partners held 56,683 shares of Uber worth $4.09M as of Q2 2026.
  • Strategic Wealth Partners sold 10,387 Uber shares in Q2 2026, an estimated $762K.
  • Uber made up 0.25% of Strategic Wealth Partners's portfolio in Q2 2026, its #78 holding.
  • Strategic Wealth Partners first reported a position in Uber in Q1 2021 and has held it in 15 quarters since.
  • Strategic Wealth Partners's Uber position peaked at $6.5M in Q2 2025.
  • 2,432 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.