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Vertrix Wealth Management’s Uber UBER Stock Holding History

Vertrix 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 		$1.4M Buy
19,397
+262
+1% +$19.2K 0.47% 54
2026
Q1 		$1.38M Buy
+19,135
New +$1.47M 0.51% 47

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

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

Vertrix Wealth Management increased its Uber (UBER) stake by 1.4% in Q2 2026, buying an estimated $19.2K and bringing the position to 19,397 shares worth $1.4M. The position accounts for 0.47% of the portfolio, ranked #54.

Vertrix Wealth Management first reported a position in UBER in Q1 2026 and has held it in 2 quarters since. 2,411 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Vertrix Wealth Management held 19,397 shares of Uber worth $1.4M as of Q2 2026.
  • Vertrix Wealth Management bought 262 Uber shares in Q2 2026, an estimated $19.2K.
  • Uber made up 0.47% of Vertrix Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Vertrix Wealth Management first reported a position in Uber in Q1 2026 and has held it in 2 quarters since.
  • 2,411 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.