Westover Capital Advisors’s Uber UBER Stock Holding History

Westover Capital 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	$413K	Sell	5,725 -2,500	-30%	-$183K	0.07%	173
2026 Q1	$592K	Sell	8,225 -50	-0.6%	-$3.85K	0.11%	129
2025 Q4	$676K	Buy	8,275 +2,060	+33%	+$185K	0.12%	123
2025 Q3	$609K	Hold	6,215	–	–	0.11%	130
2025 Q2	$580K	Hold	6,215	–	–	0.12%	134
2025 Q1	$453K	Hold	6,215	–	–	0.1%	154
2024 Q4	$375K	Hold	6,215	–	–	0.08%	168
2024 Q3	$467K	Sell	6,215 -1,670	-21%	-$118K	0.09%	155
2024 Q2	$573K	Buy	7,885 +115	+1%	+$7.99K	0.15%	117
2024 Q1	$598K	Hold	7,770	–	–	0.18%	101
2023 Q4	$478K	Hold	7,770	–	–	0.16%	106
2023 Q3	$357K	Hold	7,770	–	–	0.13%	125
2023 Q2	$335K	Buy	+7,770	New	+$289K	0.12%	130
2021 Q3	–	Sell	-4,400	Closed	-$221K	–	188
2021 Q2	$221K	Hold	4,400	–	–	0.07%	171
2021 Q1	$240K	Hold	4,400	–	–	0.08%	155
2020 Q4	$224K	Buy	+4,400	New	+$197K	0.08%	139

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

Westover Capital Advisors's UBER Position: Q2 2026 in Review

Westover Capital Advisors reduced its Uber (UBER) stake by 30% in Q2 2026, selling an estimated $183K and leaving 5,725 shares worth $413K. The position accounts for 0.07% of the portfolio, ranked #173.

Westover Capital Advisors first reported a position in UBER in Q4 2020 and has held it in 16 quarters since. The position peaked at $676K in Q4 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Westover Capital Advisors held 5,725 shares of Uber worth $413K as of Q2 2026.
Westover Capital Advisors sold 2,500 Uber shares in Q2 2026, an estimated $183K.
Uber made up 0.07% of Westover Capital Advisors's portfolio in Q2 2026, its #173 holding.
Westover Capital Advisors first reported a position in Uber in Q4 2020 and has held it in 16 quarters since.
Westover Capital Advisors's Uber position peaked at $676K in Q4 2025.
2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.