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Catalyst Financial Partners’s Uber UBER Stock Holding History

Catalyst Financial Partners’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 		$752K Sell
10,422
-674
-6% -$49.4K 0.07% 157
2026
Q1 		$798K Buy
11,096
+1,811
+20% +$139K 0.09% 128
2025
Q4 		$759K Sell
9,285
-554
-6% -$49.9K 0.08% 127
2025
Q3 		$964K Buy
9,839
+695
+8% +$65K 0.12% 91
2025
Q2 		$853K Sell
9,144
-578
-6% -$47.6K 0.09% 97
2025
Q1 		$708K Buy
9,722
+1,835
+23% +$132K 0.13% 102
2024
Q4 		$476K Sell
7,887
-141
-2% -$10.1K 0.09% 141
2024
Q3 		$603K Buy
8,028
+543
+7% +$38.2K 0.12% 118
2024
Q2 		$544K Buy
7,485
+63
+0.8% +$4.38K 0.12% 110
2024
Q1 		$534K Buy
7,422
+2,283
+44% +$164K 0.14% 100
2023
Q4 		$316K Buy
+5,139
New +$269K 0.09% 157

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

Catalyst Financial Partners's UBER Position: Q2 2026 in Review

Catalyst Financial Partners reduced its Uber (UBER) stake by 6.1% in Q2 2026, selling an estimated $49.4K and leaving 10,422 shares worth $752K. The position accounts for 0.07% of the portfolio, ranked #157.

Catalyst Financial Partners first reported a position in UBER in Q4 2023 and has held it in 11 quarters since. The position peaked at $964K in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Catalyst Financial Partners held 10,422 shares of Uber worth $752K as of Q2 2026.
  • Catalyst Financial Partners sold 674 Uber shares in Q2 2026, an estimated $49.4K.
  • Uber made up 0.07% of Catalyst Financial Partners's portfolio in Q2 2026, its #157 holding.
  • Catalyst Financial Partners first reported a position in Uber in Q4 2023 and has held it in 11 quarters since.
  • Catalyst Financial Partners's Uber position peaked at $964K in Q3 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.