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Waverly Advisors’s Uber UBER Stock Holding History

Waverly 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 		$3.15M Sell
43,590
-129,770
-75% -$9.52M 0.02% 582
2026
Q1 		$12.5M Buy
173,360
+138,141
+392% +$10.6M 0.09% 215
2025
Q4 		$2.88M Buy
35,219
+6,202
+21% +$558K 0.02% 506
2025
Q3 		$2.84M Buy
29,017
+1,845
+7% +$173K 0.03% 435
2025
Q2 		$2.54M Buy
27,172
+268
+1% +$22.1K 0.03% 446
2025
Q1 		$1.96M Buy
26,904
+4,053
+18% +$292K 0.02% 481
2024
Q4 		$1.38M Buy
22,851
+12,013
+111% +$858K 0.02% 459
2024
Q3 		$815K Buy
10,838
+3,347
+45% +$236K 0.02% 482
2024
Q2 		$544K Buy
+7,491
New +$521K 0.01% 562

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

Waverly Advisors's UBER Position: Q2 2026 in Review

Waverly Advisors reduced its Uber (UBER) stake by 75% in Q2 2026, selling an estimated $9.52M and leaving 43,590 shares worth $3.15M. The position accounts for 0.02% of the portfolio, ranked #582.

Waverly Advisors first reported a position in UBER in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.5M in Q1 2026. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Waverly Advisors held 43,590 shares of Uber worth $3.15M as of Q2 2026.
  • Waverly Advisors sold 129,770 Uber shares in Q2 2026, an estimated $9.52M.
  • Uber made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #582 holding.
  • Waverly Advisors first reported a position in Uber in Q2 2024 and has held it in 9 quarters since.
  • Waverly Advisors's Uber position peaked at $12.5M in Q1 2026.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.