Compass Financial Management’s Uber UBER Stock Holding History

Compass Financial Management’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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Compass Financial Management's UBER Position: Q2 2026 in Review

Compass Financial Management 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.

2,293 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Compass Financial Management held 3,191 shares of Uber worth $230K as of Q2 2026.
Uber was a new Compass Financial Management position in Q2 2026.
Uber made up 0.03% of Compass Financial Management's portfolio in Q2 2026, its #396 holding.
2,293 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.