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Tradition Wealth Management’s Uber UBER Stock Holding History

Tradition Wealth Management’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 		$1.13M Sell
15,633
-3,321
-18% -$244K 0.07% 200
2026
Q1 		$1.36M Sell
18,954
-1,839
-9% -$142K 0.1% 175
2025
Q4 		$1.7M Buy
20,793
+1,337
+7% +$120K 0.12% 149
2025
Q3 		$1.91M Buy
19,456
+1,305
+7% +$122K 0.14% 140
2025
Q2 		$1.69M Buy
18,151
+587
+3% +$48.3K 0.14% 142
2025
Q1 		$1.28M Sell
17,564
-612
-3% -$44.1K 0.11% 152
2024
Q4 		$1.1M Buy
18,176
+4,530
+33% +$323K 0.1% 159
2024
Q3 		$1.03M Buy
13,646
+125
+0.9% +$8.8K 0.09% 168
2024
Q2 		$983K Sell
13,521
-46
-0.3% -$3.2K 0.1% 164
2024
Q1 		$1.04M Buy
13,567
+300
+2% +$21.5K 0.11% 144
2023
Q4 		$817K Buy
13,267
+466
+4% +$24.4K 0.09% 139
2023
Q3 		$589K Buy
12,801
+7,605
+146% +$347K 0.07% 155
2023
Q2 		$224K Buy
5,196
+1,574
+43% +$58.5K 0.03% 291
2023
Q1 		$115K Buy
3,622
+3,230
+824% +$102K 0.01% 406
2022
Q4 		$10K Sell
392
-450
-53% -$12.3K ﹤0.01% 921
2022
Q3 		$22K Buy
842
+15
+2% +$414 ﹤0.01% 731
2022
Q2 		$17K Hold
827
– – ﹤0.01% 683
2022
Q1 		$30K Hold
827
– – ﹤0.01% 633
2021
Q4 		$35K Hold
827
– – ﹤0.01% 617
2021
Q3 		$37K Buy
827
+223
+37% +$9.74K 0.01% 593
2021
Q2 		$30K Buy
604
+402
+199% +$21K ﹤0.01% 662
2021
Q1 		$11K Hold
202
– – ﹤0.01% 784
2020
Q4 		$10K Buy
+202
New +$9.05K ﹤0.01% 750

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

Tradition Wealth Management's UBER Position: Q2 2026 in Review

Tradition Wealth Management reduced its Uber (UBER) stake by 18% in Q2 2026, selling an estimated $244K and leaving 15,633 shares worth $1.13M. The position accounts for 0.07% of the portfolio, ranked #200.

Tradition Wealth Management first reported a position in UBER in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.91M in Q3 2025. 2,433 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Tradition Wealth Management held 15,633 shares of Uber worth $1.13M as of Q2 2026.
  • Tradition Wealth Management sold 3,321 Uber shares in Q2 2026, an estimated $244K.
  • Uber made up 0.07% of Tradition Wealth Management's portfolio in Q2 2026, its #200 holding.
  • Tradition Wealth Management first reported a position in Uber in Q4 2020 and has held it in 23 quarters since.
  • Tradition Wealth Management's Uber position peaked at $1.91M in Q3 2025.
  • 2,433 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.