Winch Advisory Services’s Uber UBER Stock Holding History

Winch Advisory Services’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	$9.02K	Hold	125	–	–	﹤0.01%	348
2026 Q1	$8.99K	Buy	+125	New	+$9.62K	﹤0.01%	331
2022 Q3	–	Sell	-31	Closed	-$1K	–	436
2022 Q2	$1K	Sell	31 -1	-3%	-$27	﹤0.01%	409
2022 Q1	$1K	Sell	32 -64	-67%	-$2.3K	﹤0.01%	433
2021 Q4	$4K	Sell	96 -31	-24%	-$1.34K	﹤0.01%	355
2021 Q3	$6K	Hold	127	–	–	﹤0.01%	318
2021 Q2	$6K	Buy	127 +64	+102%	+$3.34K	﹤0.01%	324
2021 Q1	$3K	Hold	63	–	–	﹤0.01%	368
2020 Q4	$3K	Buy	+63	New	+$2.82K	﹤0.01%	353
2019 Q3	–	Sell	-32	Closed	-$1K	–	430
2019 Q2	$1K	Buy	+32	New	+$1.36K	﹤0.01%	424

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

Winch Advisory Services's UBER Position: Q2 2026 in Review

Winch Advisory Services held its Uber (UBER) position steady in Q2 2026 at 125 shares worth $9.02K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Winch Advisory Services first reported a position in UBER in Q2 2019 and has held it in 10 quarters since. 2,420 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Winch Advisory Services held 125 shares of Uber worth $9.02K as of Q2 2026.
Winch Advisory Services left its Uber share count unchanged in Q2 2026.
Uber made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #348 holding.
Winch Advisory Services first reported a position in Uber in Q2 2019 and has held it in 10 quarters since.
2,420 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.