BFA
UBER icon

Beacon Financial Advisory’s Uber UBER Stock Holding History

Beacon Financial Advisory’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 		$253K Sell
3,502
-51
-1% -$3.74K 0.05% 369
2026
Q1 		$256K Sell
3,553
-191
-5% -$14.7K 0.06% 344
2025
Q4 		$306K Buy
3,744
+510
+16% +$45.9K 0.07% 291
2025
Q3 		$317K Buy
3,234
+87
+3% +$8.14K 0.07% 284
2025
Q2 		$294K Buy
3,147
+208
+7% +$17.1K 0.08% 273
2025
Q1 		$214K Buy
+2,939
New +$212K 0.06% 310

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

Beacon Financial Advisory's UBER Position: Q2 2026 in Review

Beacon Financial Advisory reduced its Uber (UBER) stake by 1.4% in Q2 2026, selling an estimated $3.74K and leaving 3,502 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #369.

Beacon Financial Advisory first reported a position in UBER in Q1 2025 and has held it in 6 quarters since. The position peaked at $317K in Q3 2025. 2,432 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Beacon Financial Advisory held 3,502 shares of Uber worth $253K as of Q2 2026.
  • Beacon Financial Advisory sold 51 Uber shares in Q2 2026, an estimated $3.74K.
  • Uber made up 0.05% of Beacon Financial Advisory's portfolio in Q2 2026, its #369 holding.
  • Beacon Financial Advisory first reported a position in Uber in Q1 2025 and has held it in 6 quarters since.
  • Beacon Financial Advisory's Uber position peaked at $317K in Q3 2025.
  • 2,432 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.