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Whipplewood Advisors’s Uber UBER Stock Holding History

Whipplewood 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 		$3.39K Sell
47
-253
-84% -$18.6K ﹤0.01% 366
2026
Q1 		$21.6K Buy
300
+282
+1,567% +$21.7K 0.01% 382
2025
Q4 		$1.47K Buy
+18
New +$1.62K ﹤0.01% 370
2025
Q3 		– Sell
-477
Closed -$44.5K – 1106
2025
Q2 		$44.5K Sell
477
-29
-6% -$2.39K 0.02% 331
2025
Q1 		$39K Sell
506
-394
-44% -$28.4K 0.02% 347
2024
Q4 		$54.3K Buy
+900
New +$64.3K 0.03% 302

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 $3.37T AUM 44.26% 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

Whipplewood Advisors's UBER Position: Q2 2026 in Review

Whipplewood Advisors reduced its Uber (UBER) stake by 84% in Q2 2026, selling an estimated $18.6K and leaving 47 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Whipplewood Advisors first reported a position in UBER in Q4 2024 and has held it in 6 quarters since. The position peaked at $54.3K in Q4 2024. 2,423 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Whipplewood Advisors held 47 shares of Uber worth $3.39K as of Q2 2026.
  • Whipplewood Advisors sold 253 Uber shares in Q2 2026, an estimated $18.6K.
  • Uber made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #366 holding.
  • Whipplewood Advisors first reported a position in Uber in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Uber position peaked at $54.3K in Q4 2024.
  • 2,423 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.