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CARLSON FINANCIAL, INC.’s Uber UBER Stock Holding History

CARLSON FINANCIAL, INC.’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 		$227K Sell
3,150
-445
-12% -$32.6K 0.12% 169
2026
Q1 		$259K Sell
3,595
-370
-9% -$28.5K 0.15% 141
2025
Q4 		$324K Buy
+3,965
New +$357K 0.19% 126

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
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
Norges Bank Oslo, Norway $1T AUM

CARLSON FINANCIAL, INC.'s UBER Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. reduced its Uber (UBER) stake by 12% in Q2 2026, selling an estimated $32.6K and leaving 3,150 shares worth $227K. The position accounts for 0.12% of the portfolio, ranked #169.

CARLSON FINANCIAL, INC. first reported a position in UBER in Q4 2025 and has held it in 3 quarters since. The position peaked at $324K in Q4 2025. 2,420 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • CARLSON FINANCIAL, INC. held 3,150 shares of Uber worth $227K as of Q2 2026.
  • CARLSON FINANCIAL, INC. sold 445 Uber shares in Q2 2026, an estimated $32.6K.
  • Uber made up 0.12% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #169 holding.
  • CARLSON FINANCIAL, INC. first reported a position in Uber in Q4 2025 and has held it in 3 quarters since.
  • CARLSON FINANCIAL, INC.'s Uber position peaked at $324K in Q4 2025.
  • 2,420 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.