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Benedict Financial Advisors’s Uber UBER Stock Holding History

Benedict Financial Advisors’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 		$1.23M Sell
17,103
-361
-2% -$26.5K 0.24% 96
2026
Q1 		$1.26M Buy
17,464
+475
+3% +$36.6K 0.26% 94
2025
Q4 		$1.39M Hold
16,989
– – 0.29% 93
2025
Q3 		$1.66M Sell
16,989
-325
-2% -$30.4K 0.36% 88
2025
Q2 		$1.62M Buy
17,314
+407
+2% +$33.5K 0.37% 84
2025
Q1 		$1.23M Buy
16,907
+3,859
+30% +$278K 0.29% 91
2024
Q4 		$787K Sell
13,048
-337
-3% -$24.1K 0.19% 97
2024
Q3 		$1.01M Buy
13,385
+21
+0.2% +$1.48K 0.24% 94
2024
Q2 		$971K Sell
13,364
-3,351
-20% -$233K 0.25% 93
2024
Q1 		$1.29M Sell
16,715
-1,076
-6% -$77.2K 0.33% 87
2023
Q4 		$1.1M Buy
17,791
+524
+3% +$27.4K 0.3% 89
2023
Q3 		$794K Buy
17,267
+11,530
+201% +$527K 0.23% 94
2023
Q2 		$248K Buy
+5,737
New +$213K 0.07% 116

Other funds holding UBER

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Benedict Financial Advisors's UBER Position: Q2 2026 in Review

Benedict Financial Advisors reduced its Uber (UBER) stake by 2.1% in Q2 2026, selling an estimated $26.5K and leaving 17,103 shares worth $1.23M. The position accounts for 0.24% of the portfolio, ranked #96.

Benedict Financial Advisors first reported a position in UBER in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.66M in Q3 2025. 350 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Benedict Financial Advisors held 17,103 shares of Uber worth $1.23M as of Q2 2026.
  • Benedict Financial Advisors sold 361 Uber shares in Q2 2026, an estimated $26.5K.
  • Uber made up 0.24% of Benedict Financial Advisors's portfolio in Q2 2026, its #96 holding.
  • Benedict Financial Advisors first reported a position in Uber in Q2 2023 and has held it in 13 quarters since.
  • Benedict Financial Advisors's Uber position peaked at $1.66M in Q3 2025.
  • 350 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.