Wellington Shields & Co’s Uber UBER Stock Holding History

Wellington Shields & Co’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	$79.4K	Sell	1,100 -350	-24%	-$25.7K	0.02%	296
2026 Q1	$104K	Sell	1,450 -400	-22%	-$30.8K	0.03%	277
2025 Q4	$151K	Buy	1,850 +200	+12%	+$18K	0.04%	258
2025 Q3	$162K	Hold	1,650	–	–	0.04%	246
2025 Q2	$154K	Sell	1,650 -200	-11%	-$16.5K	0.04%	231
2025 Q1	$135K	Buy	1,850 +996	+117%	+$71.8K	0.04%	237
2024 Q4	$51.5K	Buy	854 +400	+88%	+$28.6K	0.02%	269
2024 Q3	$34.1K	Hold	454	–	–	0.01%	296
2024 Q2	$33K	Sell	454 -350	-44%	-$24.3K	0.01%	286
2024 Q1	$61.9K	Sell	804 -196	-20%	-$14.1K	0.02%	271
2023 Q4	$61.6K	Buy	+1,000	New	+$52.3K	0.02%	259

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 & Co's UBER Position: Q2 2026 in Review

Wellington Shields & Co reduced its Uber (UBER) stake by 24% in Q2 2026, selling an estimated $25.7K and leaving 1,100 shares worth $79.4K. The position accounts for 0.02% of the portfolio, ranked #296.

Wellington Shields & Co first reported a position in UBER in Q4 2023 and has held it in 11 quarters since. The position peaked at $162K in Q3 2025. 2,420 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Wellington Shields & Co held 1,100 shares of Uber worth $79.4K as of Q2 2026.
Wellington Shields & Co sold 350 Uber shares in Q2 2026, an estimated $25.7K.
Uber made up 0.02% of Wellington Shields & Co's portfolio in Q2 2026, its #296 holding.
Wellington Shields & Co first reported a position in Uber in Q4 2023 and has held it in 11 quarters since.
Wellington Shields & Co's Uber position peaked at $162K in Q3 2025.
2,420 funds tracked by Wall St. Rank held Uber as of Q2 2026.

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