EFG
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Everest Financial Group’s Uber UBER Stock Holding History

Everest 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 		$6.68M Sell
92,597
-202
-0.2% -$14.8K 0.9% 29
2026
Q1 		$6.68M Buy
92,799
+20,166
+28% +$1.55M 1.1% 26
2025
Q4 		$5.94M Buy
+72,633
New +$6.54M 1.33% 26

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

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

Everest Financial Group reduced its Uber (UBER) stake by 0.22% in Q2 2026, selling an estimated $14.8K and leaving 92,597 shares worth $6.68M. The position accounts for 0.9% of the portfolio, ranked #29.

Everest Financial Group first reported a position in UBER in Q4 2025 and has held it in 3 quarters since. 2,406 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Everest Financial Group held 92,597 shares of Uber worth $6.68M as of Q2 2026.
  • Everest Financial Group sold 202 Uber shares in Q2 2026, an estimated $14.8K.
  • Uber made up 0.9% of Everest Financial Group's portfolio in Q2 2026, its #29 holding.
  • Everest Financial Group first reported a position in Uber in Q4 2025 and has held it in 3 quarters since.
  • 2,406 funds tracked by Wall St. Rank held Uber as of Q2 2026.

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