Wellington Shields Capital Management’s Uber UBER Stock Holding History

Wellington Shields Capital Management’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	$3.68M	Buy	50,990 +49,144	+2,662%	+$3.6M	0.47%	43
2026 Q1	$133K	Sell	1,846 -228	-11%	-$17.5K	0.02%	260
2025 Q4	$169K	Sell	2,074 -550	-21%	-$49.5K	0.02%	247
2025 Q3	$257K	Sell	2,624 -3	-0.1%	-$281	0.04%	216
2025 Q2	$245K	Buy	2,627 +205	+8%	+$16.9K	0.04%	216
2025 Q1	$176K	Sell	2,422 -521	-18%	-$37.5K	0.03%	230
2024 Q4	$178K	Buy	2,943 +306	+12%	+$21.9K	0.03%	240
2024 Q3	$198K	Sell	2,637 -3	-0.1%	-$211	0.03%	240
2024 Q2	$192K	Sell	2,640 -116	-4%	-$8.06K	0.03%	234
2024 Q1	$212K	Buy	2,756 +159	+6%	+$11.4K	0.04%	226
2023 Q4	$160K	Buy	+2,597	New	+$136K	0.02%	236
2022 Q1	–	Sell	-43,049	Closed	-$1.8M	–	354
2021 Q4	$1.8M	Buy	43,049 +20,290	+89%	+$875K	0.23%	92
2021 Q3	$1.02M	Buy	22,759 +13,777	+153%	+$602K	0.14%	123
2021 Q2	$450K	Buy	+8,982	New	+$469K	0.05%	207

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

Wellington Shields Capital Management's UBER Position: Q2 2026 in Review

Wellington Shields Capital Management increased its Uber (UBER) stake by 2,662% in Q2 2026, buying an estimated $3.6M and bringing the position to 50,990 shares worth $3.68M. The position accounts for 0.47% of the portfolio, ranked #43.

Wellington Shields Capital Management first reported a position in UBER in Q2 2021 and has held it in 14 quarters since. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Wellington Shields Capital Management held 50,990 shares of Uber worth $3.68M as of Q2 2026.
Wellington Shields Capital Management bought 49,144 Uber shares in Q2 2026, an estimated $3.6M.
Uber made up 0.47% of Wellington Shields Capital Management's portfolio in Q2 2026, its #43 holding.
Wellington Shields Capital Management first reported a position in Uber in Q2 2021 and has held it in 14 quarters since.
2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Wellington Shields Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.