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Visionary Wealth Advisors’s Uber UBER Stock Holding History

Visionary 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 		$761K Buy
10,549
+4,503
+74% +$330K 0.03% 357
2026
Q1 		$435K Sell
6,046
-698
-10% -$53.7K 0.02% 431
2025
Q4 		$551K Sell
6,744
-3,118
-32% -$281K 0.02% 370
2025
Q3 		$966K Buy
9,862
+751
+8% +$70.2K 0.05% 279
2025
Q2 		$850K Buy
9,111
+3,411
+60% +$281K 0.04% 295
2025
Q1 		$415K Buy
5,700
+444
+8% +$32K 0.02% 376
2024
Q4 		$317K Sell
5,256
-475
-8% -$33.9K 0.02% 428
2024
Q3 		$431K Sell
5,731
-762
-12% -$53.6K 0.03% 367
2024
Q2 		$472K Buy
6,493
+839
+15% +$58.3K 0.03% 335
2024
Q1 		$435K Buy
5,654
+1,326
+31% +$95.2K 0.03% 345
2023
Q4 		$266K Buy
+4,328
New +$226K 0.02% 412

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

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

Visionary Wealth Advisors increased its Uber (UBER) stake by 74% in Q2 2026, buying an estimated $330K and bringing the position to 10,549 shares worth $761K. The position accounts for 0.03% of the portfolio, ranked #357.

Visionary Wealth Advisors first reported a position in UBER in Q4 2023 and has held it in 11 quarters since. The position peaked at $966K in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Visionary Wealth Advisors held 10,549 shares of Uber worth $761K as of Q2 2026.
  • Visionary Wealth Advisors bought 4,503 Uber shares in Q2 2026, an estimated $330K.
  • Uber made up 0.03% of Visionary Wealth Advisors's portfolio in Q2 2026, its #357 holding.
  • Visionary Wealth Advisors first reported a position in Uber in Q4 2023 and has held it in 11 quarters since.
  • Visionary Wealth Advisors's Uber position peaked at $966K in Q3 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

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