Williams Jones Wealth Management’s Uber UBER Stock Holding History

Williams Jones 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	$74M	Sell	1,025,055 -129,142	-11%	-$9.47M	0.83%	30
2026 Q1	$83M	Sell	1,154,197 -52,503	-4%	-$4.04M	1.02%	29
2025 Q4	$98.6M	Buy	1,206,700 +146,521	+14%	+$13.2M	1.11%	26
2025 Q3	$104M	Buy	1,060,179 +196,174	+23%	+$18.3M	1.19%	26
2025 Q2	$80.6M	Buy	864,005 +45,030	+5%	+$3.71M	0.96%	34
2025 Q1	$59.7M	Buy	818,975 +364,471	+80%	+$26.3M	0.76%	40
2024 Q4	$27.4M	Buy	+454,504	New	+$32.5M	0.33%	55
2021 Q4	–	Sell	-8,450	Closed	-$379K	–	522
2021 Q3	$379K	Buy	+8,450	New	+$369K	0.01%	357
2020 Q4	–	Sell	-10,940	Closed	-$399K	–	482
2020 Q3	$399K	Buy	10,940 +3,902	+55%	+$129K	0.01%	294
2020 Q2	$219K	Buy	+7,038	New	+$219K	﹤0.01%	364

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

Williams Jones Wealth Management's UBER Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Uber (UBER) stake by 11% in Q2 2026, selling an estimated $9.47M and leaving 1,025,055 shares worth $74M. The position accounts for 0.83% of the portfolio, ranked #30.

Williams Jones Wealth Management first reported a position in UBER in Q2 2020 and has held it in 10 quarters since. The position peaked at $104M in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Williams Jones Wealth Management held 1,025,055 shares of Uber worth $74M as of Q2 2026.
Williams Jones Wealth Management sold 129,142 Uber shares in Q2 2026, an estimated $9.47M.
Uber made up 0.83% of Williams Jones Wealth Management's portfolio in Q2 2026, its #30 holding.
Williams Jones Wealth Management first reported a position in Uber in Q2 2020 and has held it in 10 quarters since.
Williams Jones Wealth Management's Uber position peaked at $104M in Q3 2025.
2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.