Form 13-F position report

UBER TECHNOLOGIES INC COM (DE)

Reported by Westwood Wealth Management

UBER CUSIP 90353T100 Manager CIK 0001861125

Reported 49,750 shares, unchanged from the prior quarter.

Reported value -5.6%; share count 0.0% vs. the prior quarter.

Unchanged
% of reported 13F value 1.35% This manager · Q2 2024
Shares 49,750 Quarter-end amount reported
Reported value $3,615,830 Fair value at quarter end
Consecutive quarters held 11 Through Q2 2024

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-12-31 64000
2022-03-31 1698000
2022-06-30 600000
2022-09-30 1266000
2022-12-31 1161568
2023-03-31 1485938
2023-06-30 2092666
2023-09-30 2286853
2023-12-31 2875319
2024-03-31 3830253
2024-06-30 3615830
2024-09-30 3102229
2024-12-31 2507804
2025-03-31 3127516
2025-06-30 3878948
2025-09-30 2674581
2025-12-31 0
2026-03-31 1751496
2026-06-30 1693379

Quarterly position history

How this manager's reported quarter-end position changed over time.

19 quarters
Quarterly reported position history for UBER TECHNOLOGIES INC COM (DE) held by Westwood Wealth Management.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Reduced 23,467 -883 (-3.6%) 0.49% $1,693,379 2026-08-07
Q1 2026 New 24,350 +24,350 (0.0%) 0.69% $1,751,496 2026-05-11
Q4 2025 Reduced 0 -27,300 (-100.0%) 0 $0 2026-01-20
Q3 2025 Reduced 27,300 -14,275 (-34.3%) 0.98% $2,674,581 2025-10-24
Q2 2025 Reduced 41,575 -1,350 (-3.1%) 1.3% $3,878,948 2025-08-05
Q1 2025 Added 42,925 +1,350 (3.2%) 1.35% $3,127,516 2025-05-14
Q4 2024 Added 41,575 +300 (0.7%) 0.91% $2,507,804 2025-02-13
Q3 2024 Reduced 41,275 -8,475 (-17.0%) 1.22% $3,102,229 2024-11-12
Q2 2024 Unchanged 49,750 0 (0.0%) 1.35% $3,615,830 2024-08-14
Q1 2024 Added 49,750 +3,050 (6.5%) 1.87% $3,830,253 2024-05-01
Q4 2023 Reduced 46,700 -3,025 (-6.1%) 2.22% $2,875,319 2024-02-12
Q3 2023 Added 49,725 +1,250 (2.6%) 1.51% $2,286,853 2023-11-08
Q2 2023 Added 48,475 +1,600 (3.4%) 1.47% $2,092,666 2023-07-26
Q1 2023 Reduced 46,875 -95 (-0.2%) 1.32% $1,485,938 2023-04-25
Q4 2022 Reduced 46,970 -800 (-1.7%) 1.4% $1,161,568 2023-02-14
Q3 2022 Added 47,770 +18,450 (62.9%) 1.14% $1,266,000 2022-11-14
Q2 2022 Reduced 29,320 -18,280 (-38.4%) 0.69% $600,000 2022-08-05
Q1 2022 Reduced 47,600 -19,620 (-29.2%) 0.66% $1,698,000 2022-05-11
Q4 2021 New 67,220 +67,220 (0.0%) 0.03% $64,000 2022-02-14

Who else reported the position

1923 managers reported UBER TECHNOLOGIES INC COM (DE) for Q2 2024.

Managers reporting UBER TECHNOLOGIES INC COM (DE) in Q2 2024.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 176,193,911 +4,940,593 0.25% $12,805,773,451 21 qtrs
BlackRock Inc Added 147,468,496 +7,585,767 0.24% $10,718,010,279 21 qtrs
FMR LLC Reduced 104,301,562 -21,191,048 0.49% $7,580,637,494 21 qtrs
MORGAN STANLEY Reduced 97,837,044 -8,587,995 0.55% $7,110,796,531 21 qtrs
STATE STREET CORPORATION Added 81,387,190 +2,312,249 0.26% $5,915,220,969 21 qtrs
PUBLIC INVESTMENT FUND Unchanged 72,840,541 0 25.54% $5,294,050,520 21 qtrs
JPMorgan Chase & Co Added 71,837,889 +1,551,880 0.43% $5,221,177,837 21 qtrs
Capital Research Global Investors Added 53,030,468 +13,082,921 0.85% $3,854,170,611 4 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 41,606,707 +1,613,204 0.26% $3,016,050,894 21 qtrs
WELLINGTON MANAGEMENT GROUP LLP Reduced 38,102,862 -1,533,601 0.49% $2,769,316,009 21 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2024
Filed
August 14, 2024
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
49,750

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.