Welch & Forbes’s Uber UBER Stock Holding History

Welch & Forbes’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	$16M	Sell	222,080 -1,968	-0.9%	-$144K	0.19%	86
2026 Q1	$16.1M	Sell	224,048 -30,703	-12%	-$2.36M	0.21%	84
2025 Q4	$20.8M	Buy	254,751 +166,371	+188%	+$15M	0.25%	78
2025 Q3	$8.66M	Buy	+88,380	New	+$8.27M	0.1%	102
2025 Q1	–	Sell	-3,936	Closed	-$237K	–	386
2024 Q4	$237K	Buy	3,936 +148	+4%	+$10.6K	﹤0.01%	354
2024 Q3	$285K	Hold	3,788	–	–	﹤0.01%	338
2024 Q2	$271K	Hold	3,788	–	–	﹤0.01%	340
2024 Q1	$292K	Sell	3,788 -4,000	-51%	-$287K	﹤0.01%	340
2023 Q4	$480K	Buy	7,788 +500	+7%	+$26.2K	0.01%	288
2023 Q3	$335K	Buy	+7,288	New	+$333K	0.01%	315
2022 Q4	–	Sell	-28,160	Closed	-$746K	–	383
2022 Q3	$746K	Buy	28,160 +860	+3%	+$23.8K	0.01%	246
2022 Q2	$559K	Buy	27,300 +11,000	+67%	+$292K	0.01%	272
2022 Q1	$581K	Buy	+16,300	New	+$586K	0.01%	278

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

Welch & Forbes's UBER Position: Q2 2026 in Review

Welch & Forbes reduced its Uber (UBER) stake by 0.88% in Q2 2026, selling an estimated $144K and leaving 222,080 shares worth $16M. The position accounts for 0.19% of the portfolio, ranked #86.

Welch & Forbes first reported a position in UBER in Q1 2022 and has held it in 13 quarters since. The position peaked at $20.8M in Q4 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Welch & Forbes held 222,080 shares of Uber worth $16M as of Q2 2026.
Welch & Forbes sold 1,968 Uber shares in Q2 2026, an estimated $144K.
Uber made up 0.19% of Welch & Forbes's portfolio in Q2 2026, its #86 holding.
Welch & Forbes first reported a position in Uber in Q1 2022 and has held it in 13 quarters since.
Welch & Forbes's Uber position peaked at $20.8M in Q4 2025.
2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.