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Westwood Wealth Management’s Uber UBER Stock Holding History

Westwood Wealth 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 		$1.69M Sell
23,467
-883
-4% -$64.7K 0.49% 23
2026
Q1 		$1.75M Buy
+24,350
New +$1.87M 0.69% 20
2025
Q4 		– Sell
-27,300
Closed -$2.67M – 128
2025
Q3 		$2.67M Sell
27,300
-14,275
-34% -$1.34M 0.98% 17
2025
Q2 		$3.88M Sell
41,575
-1,350
-3% -$111K 1.3% 15
2025
Q1 		$3.13M Buy
42,925
+1,350
+3% +$97.3K 1.35% 15
2024
Q4 		$2.51M Buy
41,575
+300
+0.7% +$21.4K 0.91% 16
2024
Q3 		$3.1M Sell
41,275
-8,475
-17% -$597K 1.22% 14
2024
Q2 		$3.62M Hold
49,750
– – 1.35% 17
2024
Q1 		$3.83M Buy
49,750
+3,050
+7% +$219K 1.87% 13
2023
Q4 		$2.88M Sell
46,700
-3,025
-6% -$158K 2.22% 9
2023
Q3 		$2.29M Buy
49,725
+1,250
+3% +$57.1K 1.51% 14
2023
Q2 		$2.09M Buy
48,475
+1,600
+3% +$59.5K 1.47% 13
2023
Q1 		$1.49M Sell
46,875
-95
-0.2% -$3.01K 1.32% 14
2022
Q4 		$1.16M Sell
46,970
-800
-2% -$21.9K 1.4% 15
2022
Q3 		$1.27M Buy
47,770
+18,450
+63% +$510K 1.14% 13
2022
Q2 		$600K Sell
29,320
-18,280
-38% -$485K 0.69% 22
2022
Q1 		$1.7M Sell
47,600
-19,620
-29% -$705K 0.66% 20
2021
Q4 		$64K Buy
+67,220
New +$2.9M 0.03% 44

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
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
Norges Bank Oslo, Norway $1T AUM

Westwood Wealth Management's UBER Position: Q2 2026 in Review

Westwood Wealth Management reduced its Uber (UBER) stake by 3.6% in Q2 2026, selling an estimated $64.7K and leaving 23,467 shares worth $1.69M. The position accounts for 0.49% of the portfolio, ranked #23.

Westwood Wealth Management first reported a position in UBER in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.88M in Q2 2025. 2,437 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Westwood Wealth Management held 23,467 shares of Uber worth $1.69M as of Q2 2026.
  • Westwood Wealth Management sold 883 Uber shares in Q2 2026, an estimated $64.7K.
  • Uber made up 0.49% of Westwood Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Westwood Wealth Management first reported a position in Uber in Q4 2021 and has held it in 18 quarters since.
  • Westwood Wealth Management's Uber position peaked at $3.88M in Q2 2025.
  • 2,437 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Westwood Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.