West Family Investments’s Uber UBER Stock Holding History

West Family Investments’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	$437K	Buy	6,062 +2,394	+65%	+$176K	0.13%	222
2026 Q1	$264K	Sell	3,668 -4,315	-54%	-$332K	0.09%	200
2025 Q4	$652K	Sell	7,983 -208	-3%	-$18.7K	0.15%	131
2025 Q3	$802K	Buy	8,191 +203	+3%	+$19K	0.18%	111
2025 Q2	$745K	Buy	7,988 +4,218	+112%	+$347K	0.19%	112
2025 Q1	$275K	Sell	3,770 -1,940	-34%	-$140K	0.1%	181
2024 Q4	$344K	Sell	5,710 -82	-1%	-$5.86K	0.12%	171
2024 Q3	$435K	Buy	5,792 +1,714	+42%	+$121K	0.15%	141
2024 Q2	$296K	Hold	4,078	–	–	0.09%	178
2024 Q1	$314K	Hold	4,078	–	–	0.1%	171
2023 Q4	$251K	Buy	+4,078	New	+$213K	0.09%	184
2022 Q1	–	Sell	-5,884	Closed	-$247K	–	350
2021 Q4	$247K	Buy	+5,884	New	+$254K	0.07%	250
2021 Q2	–	Sell	-30,075	Closed	-$1.64M	–	383
2021 Q1	$1.64M	Buy	30,075 +75	+0.3%	+$4.18K	0.6%	52
2020 Q4	$1.53M	Buy	+30,000	New	+$1.34M	0.47%	68

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

West Family Investments's UBER Position: Q2 2026 in Review

West Family Investments increased its Uber (UBER) stake by 65% in Q2 2026, buying an estimated $176K and bringing the position to 6,062 shares worth $437K. The position accounts for 0.13% of the portfolio, ranked #222.

West Family Investments first reported a position in UBER in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.64M in Q1 2021. 2,420 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

West Family Investments held 6,062 shares of Uber worth $437K as of Q2 2026.
West Family Investments bought 2,394 Uber shares in Q2 2026, an estimated $176K.
Uber made up 0.13% of West Family Investments's portfolio in Q2 2026, its #222 holding.
West Family Investments first reported a position in Uber in Q4 2020 and has held it in 14 quarters since.
West Family Investments's Uber position peaked at $1.64M in Q1 2021.
2,420 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.