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Trajan Wealth’s Uber UBER Stock Holding History

Trajan Wealth’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 		$25.9M Sell
359,441
-10,334
-3% -$758K 0.98% 25
2026
Q1 		$26.6M Buy
369,775
+155,573
+73% +$12M 1.07% 25
2025
Q4 		$17.5M Buy
214,202
+6,035
+3% +$543K 0.73% 37
2025
Q3 		$20.4M Buy
208,167
+7,973
+4% +$746K 0.88% 33
2025
Q2 		$1.87M Buy
200,194
+5,737
+3% +$472K 0.09% 105
2025
Q1 		$14.2M Buy
194,457
+789
+0.4% +$56.8K 0.77% 37
2024
Q4 		$11.7M Buy
193,668
+7,829
+4% +$559K 0.65% 43
2024
Q3 		$14M Buy
185,839
+6,962
+4% +$490K 0.82% 35
2024
Q2 		$13M Buy
178,877
+8,152
+5% +$567K 0.83% 32
2024
Q1 		$13.1M Buy
+170,725
New +$12.3M 0.89% 31

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

Trajan Wealth's UBER Position: Q2 2026 in Review

Trajan Wealth reduced its Uber (UBER) stake by 2.8% in Q2 2026, selling an estimated $758K and leaving 359,441 shares worth $25.9M. The position accounts for 0.98% of the portfolio, ranked #25.

Trajan Wealth first reported a position in UBER in Q1 2024 and has held it in 10 quarters since. The position peaked at $26.6M in Q1 2026. 2,420 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Trajan Wealth held 359,441 shares of Uber worth $25.9M as of Q2 2026.
  • Trajan Wealth sold 10,334 Uber shares in Q2 2026, an estimated $758K.
  • Uber made up 0.98% of Trajan Wealth's portfolio in Q2 2026, its #25 holding.
  • Trajan Wealth first reported a position in Uber in Q1 2024 and has held it in 10 quarters since.
  • Trajan Wealth's Uber position peaked at $26.6M in Q1 2026.
  • 2,420 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.