COMPASS FINANCIAL MANAGEMENT LLC’s Uber UBER Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$230K	Buy	+3,191	New	+$234K	0.03%	396

Other funds holding UBER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's UBER Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Uber (UBER) in Q2 2026: 3,191 shares worth $230K. The stake represents 0.03% of the portfolio and ranks #396 among its holdings.

1,881 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 3,191 shares of Uber worth $230K as of Q2 2026.
Uber was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Uber made up 0.03% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #396 holding.
1,881 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.