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CFS Investment Advisory Services’s Uber UBER Stock Holding History

CFS Investment Advisory Services’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 		$203K Hold
2,733
– – 0.01% 352
2026
Q1 		$211K Buy
2,733
+156
+6% +$12K 0.01% 346
2025
Q4 		$211K Sell
2,577
-36
-1% -$3.24K 0.02% 321
2025
Q3 		$246K Sell
2,613
-710
-21% -$66.4K 0.02% 310
2025
Q2 		$310K Buy
+3,323
New +$274K 0.03% 274

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

CFS Investment Advisory Services's UBER Position: Q2 2026 in Review

CFS Investment Advisory Services held its Uber (UBER) position steady in Q2 2026 at 2,733 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #352.

CFS Investment Advisory Services first reported a position in UBER in Q2 2025 and has held it in 5 quarters since. The position peaked at $310K in Q2 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • CFS Investment Advisory Services held 2,733 shares of Uber worth $203K as of Q2 2026.
  • CFS Investment Advisory Services left its Uber share count unchanged in Q2 2026.
  • Uber made up 0.01% of CFS Investment Advisory Services's portfolio in Q2 2026, its #352 holding.
  • CFS Investment Advisory Services first reported a position in Uber in Q2 2025 and has held it in 5 quarters since.
  • CFS Investment Advisory Services's Uber position peaked at $310K in Q2 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.