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Valued Wealth Advisors’s Uber UBER Stock Holding History

Valued 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 		$12.3K Sell
170
-20
-11% -$1.47K ﹤0.01% 277
2026
Q1 		$13.7K Buy
190
+126
+197% +$9.7K 0.01% 236
2025
Q4 		$5.23K Buy
64
+2
+3% +$180 ﹤0.01% 298
2025
Q3 		$6.08K Buy
62
+3
+5% +$281 ﹤0.01% 268
2025
Q2 		$5.5K Hold
59
– – ﹤0.01% 273
2025
Q1 		$4.3K Hold
59
– – ﹤0.01% 325
2024
Q4 		$3.56K Sell
59
-10
-14% -$714 ﹤0.01% 347
2024
Q3 		$5.19K Buy
69
+25
+57% +$1.76K ﹤0.01% 278
2024
Q2 		$3.2K Hold
44
– – ﹤0.01% 320
2024
Q1 		$3.39K Hold
44
– – ﹤0.01% 287
2023
Q4 		$2.02K Buy
+44
New +$2.3K ﹤0.01% 303

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

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

Valued Wealth Advisors reduced its Uber (UBER) stake by 11% in Q2 2026, selling an estimated $1.47K and leaving 170 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Valued Wealth Advisors first reported a position in UBER in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.7K in Q1 2026. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Valued Wealth Advisors held 170 shares of Uber worth $12.3K as of Q2 2026.
  • Valued Wealth Advisors sold 20 Uber shares in Q2 2026, an estimated $1.47K.
  • Uber made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #277 holding.
  • Valued Wealth Advisors first reported a position in Uber in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Uber position peaked at $13.7K in Q1 2026.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.