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Strategies Wealth Advisors’s Uber UBER Stock Holding History

Strategies 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 		$260K Sell
3,604
-231
-6% -$16.9K 0.02% 175
2026
Q1 		$276K Buy
3,835
+230
+6% +$17.7K 0.03% 148
2025
Q4 		$295K Buy
+3,605
New +$325K 0.03% 145

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

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

Strategies Wealth Advisors reduced its Uber (UBER) stake by 6% in Q2 2026, selling an estimated $16.9K and leaving 3,604 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #175.

Strategies Wealth Advisors first reported a position in UBER in Q4 2025 and has held it in 3 quarters since. The position peaked at $295K in Q4 2025. 2,433 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Strategies Wealth Advisors held 3,604 shares of Uber worth $260K as of Q2 2026.
  • Strategies Wealth Advisors sold 231 Uber shares in Q2 2026, an estimated $16.9K.
  • Uber made up 0.02% of Strategies Wealth Advisors's portfolio in Q2 2026, its #175 holding.
  • Strategies Wealth Advisors first reported a position in Uber in Q4 2025 and has held it in 3 quarters since.
  • Strategies Wealth Advisors's Uber position peaked at $295K in Q4 2025.
  • 2,433 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.