WCG Wealth Advisors’s Uber UBER Stock Holding History

WCG 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	$10.6M	Buy	146,503 +1,858	+1%	+$136K	0.25%	101
2026 Q1	$10.4M	Buy	144,645 +44,014	+44%	+$3.39M	0.29%	90
2025 Q4	$8.22M	Buy	100,631 +79,885	+385%	+$7.19M	0.23%	103
2025 Q3	$2.03M	Sell	20,746 -255	-1%	-$23.8K	0.13%	153
2025 Q2	$1.96M	Buy	21,001 +561	+3%	+$46.2K	0.13%	163
2025 Q1	$1.49M	Buy	20,440 +680	+3%	+$49K	0.11%	165
2024 Q4	$1.19M	Sell	19,760 -1,856	-9%	-$133K	0.08%	194
2024 Q3	$1.63M	Buy	21,616 +9,771	+82%	+$688K	0.11%	173
2024 Q2	$861K	Buy	+11,845	New	+$823K	0.06%	209
2023 Q4	–	Sell	-13,922	Closed	-$640K	–	319
2023 Q3	$640K	Buy	+13,922	New	+$636K	0.05%	225
2023 Q1	–	Sell	-33,644	Closed	-$832K	–	168
2022 Q4	$832K	Buy	33,644 +3,692	+12%	+$101K	0.11%	117
2022 Q3	$894K	Sell	29,952 -3,300	-10%	-$91.2K	0.12%	136
2022 Q2	$680K	Buy	+33,252	New	+$883K	0.09%	148

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 $3.38T AUM 44.17% 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

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

WCG Wealth Advisors increased its Uber (UBER) stake by 1.3% in Q2 2026, buying an estimated $136K and bringing the position to 146,503 shares worth $10.6M. The position accounts for 0.25% of the portfolio, ranked #101.

WCG Wealth Advisors first reported a position in UBER in Q2 2022 and has held it in 13 quarters since. 2,438 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

WCG Wealth Advisors held 146,503 shares of Uber worth $10.6M as of Q2 2026.
WCG Wealth Advisors bought 1,858 Uber shares in Q2 2026, an estimated $136K.
Uber made up 0.25% of WCG Wealth Advisors's portfolio in Q2 2026, its #101 holding.
WCG Wealth Advisors first reported a position in Uber in Q2 2022 and has held it in 13 quarters since.
2,438 funds tracked by Wall St. Rank held Uber as of Q2 2026.

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