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COFG Advisors’s Uber UBER Stock Holding History

COFG 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 		$542K Sell
7,506
-1,453
-16% -$107K 0.09% 154
2026
Q1 		$644K Sell
8,959
-2,827
-24% -$218K 0.16% 92
2025
Q4 		$963K Buy
+11,786
New +$1.06M 0.24% 73

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

COFG Advisors's UBER Position: Q2 2026 in Review

COFG Advisors reduced its Uber (UBER) stake by 16% in Q2 2026, selling an estimated $107K and leaving 7,506 shares worth $542K. The position accounts for 0.09% of the portfolio, ranked #154.

COFG Advisors first reported a position in UBER in Q4 2025 and has held it in 3 quarters since. The position peaked at $963K in Q4 2025. 2,420 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • COFG Advisors held 7,506 shares of Uber worth $542K as of Q2 2026.
  • COFG Advisors sold 1,453 Uber shares in Q2 2026, an estimated $107K.
  • Uber made up 0.09% of COFG Advisors's portfolio in Q2 2026, its #154 holding.
  • COFG Advisors first reported a position in Uber in Q4 2025 and has held it in 3 quarters since.
  • COFG Advisors's Uber position peaked at $963K in Q4 2025.
  • 2,420 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.