Worth Financial Advisory Group’s Uber UBER Stock Holding History

Worth Financial Advisory Group’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	$2.27M	Buy	+31,408	New	+$2.3M	0.94%	26
2026 Q1	–	Sell	-31,460	Closed	-$2.57M	–	178
2025 Q4	$2.57M	Buy	31,460 +2,556	+9%	+$230K	1.25%	19
2025 Q3	$2.83M	Sell	28,904 -327	-1%	-$30.6K	1.59%	15
2025 Q2	$2.73M	Buy	29,231 +245	+0.8%	+$20.2K	1.67%	14
2025 Q1	$2.11M	Buy	28,986 +4,575	+19%	+$330K	1.34%	17
2024 Q4	$1.47M	Sell	24,411 -1,544	-6%	-$110K	0.91%	25
2024 Q3	$1.95M	Buy	25,955 +1,763	+7%	+$124K	1.15%	20
2024 Q2	$1.76M	Buy	24,192 +6,262	+35%	+$435K	1.15%	22
2024 Q1	$1.38M	Buy	17,930 +2,790	+18%	+$200K	0.96%	25
2023 Q4	$932K	Sell	15,140 -10	-0.1%	-$523	0.74%	34
2023 Q3	$697K	Sell	15,150 -2,913	-16%	-$133K	0.63%	41
2023 Q2	$780K	Sell	18,063 -110	-0.6%	-$4.09K	0.72%	36
2023 Q1	$576K	Buy	18,173 +5,528	+44%	+$175K	0.55%	54
2022 Q4	$313K	Buy	+12,645	New	+$346K	0.36%	74

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

Worth Financial Advisory Group's UBER Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Uber (UBER) in Q2 2026: 31,408 shares worth $2.27M. The stake represents 0.94% of the portfolio and ranks #26 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in UBER as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in UBER in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.83M in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Worth Financial Advisory Group held 31,408 shares of Uber worth $2.27M as of Q2 2026.
Uber was a new Worth Financial Advisory Group position in Q2 2026.
Uber made up 0.94% of Worth Financial Advisory Group's portfolio in Q2 2026, its #26 holding.
Worth Financial Advisory Group first reported a position in Uber in Q4 2022 and has held it in 14 quarters since.
Worth Financial Advisory Group's Uber position peaked at $2.83M in Q3 2025.
2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.