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Essex Financial Services’s Uber UBER Stock Holding History

Essex Financial 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 		$1.01M Buy
13,970
+112
+0.8% +$8.21K 0.05% 317
2026
Q1 		$997K Sell
13,858
-776
-5% -$59.7K 0.06% 293
2025
Q4 		$1.2M Buy
14,634
+4,180
+40% +$376K 0.07% 243
2025
Q3 		$1.02M Buy
10,454
+535
+5% +$50K 0.06% 255
2025
Q2 		$925K Sell
9,919
-350
-3% -$28.8K 0.06% 272
2025
Q1 		$748K Buy
10,269
+677
+7% +$48.8K 0.05% 296
2024
Q4 		$579K Buy
9,592
+12
+0.1% +$857 0.04% 346
2024
Q3 		$770K Buy
9,580
+273
+3% +$19.2K 0.06% 293
2024
Q2 		$642K Buy
9,307
+321
+4% +$22.3K 0.05% 319
2024
Q1 		$692K Buy
8,986
+487
+6% +$35K 0.06% 264
2023
Q4 		$523K Sell
8,499
-43
-0.5% -$2.25K 0.05% 299
2023
Q3 		$393K Buy
8,542
+555
+7% +$25.4K 0.05% 326
2023
Q2 		$345K Sell
7,987
-393
-5% -$14.6K 0.04% 341
2023
Q1 		$266K Buy
+8,380
New +$266K 0.03% 399
2022
Q4 		– Sell
-8,385
Closed -$222K – 497
2022
Q3 		$222K Buy
+8,385
New +$232K 0.03% 413

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Public Investment Fund
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
Pershing Square Capital Management
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Essex Financial Services's UBER Position: Q2 2026 in Review

Essex Financial Services increased its Uber (UBER) stake by 0.81% in Q2 2026, buying an estimated $8.21K and bringing the position to 13,970 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #317.

Essex Financial Services first reported a position in UBER in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.2M in Q4 2025. 2,441 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Essex Financial Services held 13,970 shares of Uber worth $1.01M as of Q2 2026.
  • Essex Financial Services bought 112 Uber shares in Q2 2026, an estimated $8.21K.
  • Uber made up 0.05% of Essex Financial Services's portfolio in Q2 2026, its #317 holding.
  • Essex Financial Services first reported a position in Uber in Q3 2022 and has held it in 15 quarters since.
  • Essex Financial Services's Uber position peaked at $1.2M in Q4 2025.
  • 2,441 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.