Uber (UBER)Williams Jones Wealth Management, LLC. reduced its stake -129K shares

1.03M

Shares reported · -129K vs prior quarter

0.83%

Disclosed portfolio weight

$74M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 5, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Nov 20, 2025Federal contract · $9K obligatedDepartment of Veterans Affairs awarded Uber: $9K obligated to date
2. Mar 30, 2026CongressDisclosed purchase of UBER — reported range $1,001 - $15,000
3. Mar 31, 2026Federal contract · $180K obligatedDepartment of State awarded Uber: $180K obligated to date
4. May 15, 2026CongressDisclosed partial sale of UBER — reported range $1,001 - $15,000
5. May 29, 2026CongressDisclosed purchase of UBER — reported range $500,001 - $1,000,000
6. Jun 11, 2026Federal contract · $11K obligatedDepartment of State awarded Uber: $11K obligated to date
7. Jun 12, 2026Layoff notice · 1655 3rd Street San Francisco CA 94158Layoff notice filed in CA: 3 employees
8. Jul 2, 2026Insider · Largest insider buy since 201910% owner purchased ~$20M of UBER shares in the open market
9. Jul 10, 2026CongressDisclosed purchase of UBER — reported range $1,001 - $15,000
10. Jul 16, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations (and 1 more item)
11. Jul 17, 2026CongressDisclosed partial sale of UBER — reported range $1,001 - $15,000
12. Jul 22, 2026Layoff notice · 1655 3rd Street San Francisco CA 94158Layoff notice filed in CA: 26 employees
13. Jul 22, 2026Layoff notice · 1725 3rd St. San Francisco CA 94158Layoff notice filed in CA: 1 employees
14. Jul 22, 2026Layoff notice · 1655 3rd Street (Remote) San Francisco CA 94158Layoff notice filed in CA: 14 employees
15. Jul 27, 2026Federal contract · $6K obligatedDepartment of Veterans Affairs awarded Uber: $6K obligated to date
16. Aug 5, 2026Company filing · Form 8-K · ResultsReported its results

What came next

1. Aug 6, 2026Company filing · Form 8-K · Material agreement, Agreement endedSigned an important agreement, and ended an important agreement (and 1 more item)
2. Aug 17, 2026Insider10% owner sold ~$472M of UBER shares in the open market
3. Sep 2, 2026Layoff notice · 200 Mathilda Place Sunnyvale CA 94086Layoff notice filed in CA: 94 employees
4. Sep 2, 2026Layoff notice · 190 Mathilda Place Sunnyvale CA 94086Layoff notice filed in CA: 43 employees
5. Sep 2, 2026Layoff notice · 1655 3rd Street San Francisco CA 94158Layoff notice filed in CA: 151 employees
6. Sep 2, 2026Layoff notice · 1725 3rd Street San Francisco CA 94158Layoff notice filed in CA: 102 employees
7. Sep 2, 2026Layoff notice · SeattleLayoff notice filed in WA: 93 employees
8. Sep 2, 2026Layoff notice · 433 West Van Buren St., ChicagoLayoff notice filed in IL: 363 employees
9. Sep 4, 2026Insider · 1 personInsiders: 2 purchases (~$5.3M)
10. Sep 11, 2026InsiderOfficer sold ~$2.01M of UBER shares in the open market
11. Sep 15, 2026Insider10% owner sold ~$182M of UBER shares in the open market

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Uber

For Uber, OQRO holds 6 insider filings (SEC Form 4 or Form 144), 3 Congress trade reports, 76 fund holdings reports (13F) and 4 federal contract awards dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its UBER page.

How this filing works

• SEC Form 13F

Other disclosures at Uber

• SEC Form 4Sep 17, 2026
• SEC Form 4Sep 15, 2026
• SEC Form 144Sep 11, 2026
• USAspending.gov award recordSep 11, 2026
• SEC Form 4Sep 8, 2026
• SEC Form 4Sep 8, 2026

Everything OQRO holds on this company is on its UBER page.