Waldron Private Wealth’s Uber UBER Stock Holding History

Waldron Private 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	$954K	Buy	13,218 +37	+0.3%	+$2.71K	0.03%	155
2026 Q1	$948K	Buy	13,181 +395	+3%	+$30.4K	0.04%	147
2025 Q4	$1.04M	Buy	12,786 +23	+0.2%	+$2.07K	0.04%	138
2025 Q3	$1.25M	Sell	12,763 -30	-0.2%	-$2.81K	0.05%	123
2025 Q2	$1.19M	Sell	12,793 -100	-0.8%	-$8.23K	0.05%	117
2025 Q1	$939K	Sell	12,893 -4,885	-27%	-$352K	0.04%	137
2024 Q4	$1.07M	Sell	17,778 -249	-1%	-$17.8K	0.04%	157
2024 Q3	$1.35M	Sell	18,027 -879	-5%	-$61.9K	0.06%	136
2024 Q2	$1.37M	Sell	18,906 -436	-2%	-$30.3K	0.06%	122
2024 Q1	$1.49M	Buy	19,342 +513	+3%	+$36.8K	0.07%	121
2023 Q4	$1.16M	Buy	18,829 +6,189	+49%	+$324K	0.06%	139
2023 Q3	$581K	Sell	12,640 -3	-0%	-$137	0.03%	202
2023 Q2	$546K	Sell	12,643 -1,433	-10%	-$53.3K	0.03%	217
2023 Q1	$446K	Buy	14,076 +1,491	+12%	+$47.3K	0.02%	268
2022 Q4	$333K	Hold	12,585	–	–	0.02%	291
2022 Q3	$333K	Buy	+12,585	New	+$348K	0.02%	291
2022 Q2	–	Sell	-8,801	Closed	-$314K	–	407
2022 Q1	$314K	Buy	+8,801	New	+$316K	0.02%	301

Other funds holding UBER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Oslo, Norway $1T AUM

Waldron Private Wealth's UBER Position: Q2 2026 in Review

Waldron Private Wealth increased its Uber (UBER) stake by 0.28% in Q2 2026, buying an estimated $2.71K and bringing the position to 13,218 shares worth $954K. The position accounts for 0.03% of the portfolio, ranked #155.

Waldron Private Wealth first reported a position in UBER in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.49M in Q1 2024. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Waldron Private Wealth held 13,218 shares of Uber worth $954K as of Q2 2026.
Waldron Private Wealth bought 37 Uber shares in Q2 2026, an estimated $2.71K.
Uber made up 0.03% of Waldron Private Wealth's portfolio in Q2 2026, its #155 holding.
Waldron Private Wealth first reported a position in Uber in Q1 2022 and has held it in 17 quarters since.
Waldron Private Wealth's Uber position peaked at $1.49M in Q1 2024.
2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.