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Ethos Financial Group’s Uber UBER Stock Holding History

Ethos Financial Group’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 		$225K Sell
3,161
-213
-6% -$15.6K 0.02% 546
2026
Q1 		$243K Sell
3,374
-241
-7% -$18.5K 0.02% 447
2025
Q4 		$295K Buy
3,615
+523
+17% +$47.1K 0.02% 394
2025
Q3 		$303K Buy
3,092
+117
+4% +$10.9K 0.02% 361
2025
Q2 		$278K Buy
+2,975
New +$245K 0.02% 357
2025
Q1 		– Sell
-2,581
Closed -$156K – 499
2024
Q4 		$156K Buy
+2,581
New +$184K 0.02% 308

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

Ethos Financial Group's UBER Position: Q2 2026 in Review

Ethos Financial Group reduced its Uber (UBER) stake by 6.3% in Q2 2026, selling an estimated $15.6K and leaving 3,161 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #546.

Ethos Financial Group first reported a position in UBER in Q4 2024 and has held it in 6 quarters since. The position peaked at $303K in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Ethos Financial Group held 3,161 shares of Uber worth $225K as of Q2 2026.
  • Ethos Financial Group sold 213 Uber shares in Q2 2026, an estimated $15.6K.
  • Uber made up 0.02% of Ethos Financial Group's portfolio in Q2 2026, its #546 holding.
  • Ethos Financial Group first reported a position in Uber in Q4 2024 and has held it in 6 quarters since.
  • Ethos Financial Group's Uber position peaked at $303K in Q3 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.