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TRB Wealth Management’s Uber UBER Stock Holding History

TRB 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 		$469K Sell
6,499
-8,736
-57% -$641K 0.06% 154
2026
Q1 		$1.1M Buy
+15,235
New +$1.17M 0.16% 81

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

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

TRB Wealth Management reduced its Uber (UBER) stake by 57% in Q2 2026, selling an estimated $641K and leaving 6,499 shares worth $469K. The position accounts for 0.06% of the portfolio, ranked #154.

TRB Wealth Management first reported a position in UBER in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.1M in Q1 2026. 2,409 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • TRB Wealth Management held 6,499 shares of Uber worth $469K as of Q2 2026.
  • TRB Wealth Management sold 8,736 Uber shares in Q2 2026, an estimated $641K.
  • Uber made up 0.06% of TRB Wealth Management's portfolio in Q2 2026, its #154 holding.
  • TRB Wealth Management first reported a position in Uber in Q1 2026 and has held it in 2 quarters since.
  • TRB Wealth Management's Uber position peaked at $1.1M in Q1 2026.
  • 2,409 funds tracked by Wall St. Rank held Uber as of Q2 2026.

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