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Everhart Financial Group’s Uber UBER Stock Holding History

Everhart 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 		$1.03M Sell
14,317
-640
-4% -$46.9K 0.07% 161
2026
Q1 		$1.08M Sell
14,957
-66
-0.4% -$5.08K 0.09% 154
2025
Q4 		$1.23M Sell
15,023
-2,177
-13% -$196K 0.11% 124
2025
Q3 		$1.69M Buy
17,200
+1,607
+10% +$150K 0.17% 75
2025
Q2 		$1.45M Buy
15,593
+3,552
+29% +$292K 0.17% 85
2025
Q1 		$877K Buy
12,041
+2,882
+31% +$208K 0.12% 122
2024
Q4 		$552K Sell
9,159
-1,142
-11% -$81.5K 0.11% 173
2024
Q3 		$767K Buy
10,301
+1,750
+20% +$123K 0.17% 135
2024
Q2 		$614K Buy
8,551
+775
+10% +$53.9K 0.16% 134
2024
Q1 		$599K Buy
7,776
+973
+14% +$69.8K 0.17% 121
2023
Q4 		$419K Buy
+6,803
New +$356K 0.15% 136

Other funds holding UBER

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

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

Everhart Financial Group reduced its Uber (UBER) stake by 4.3% in Q2 2026, selling an estimated $46.9K and leaving 14,317 shares worth $1.03M. The position accounts for 0.07% of the portfolio, ranked #161.

Everhart Financial Group first reported a position in UBER in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.69M in Q3 2025. 408 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Everhart Financial Group held 14,317 shares of Uber worth $1.03M as of Q2 2026.
  • Everhart Financial Group sold 640 Uber shares in Q2 2026, an estimated $46.9K.
  • Uber made up 0.07% of Everhart Financial Group's portfolio in Q2 2026, its #161 holding.
  • Everhart Financial Group first reported a position in Uber in Q4 2023 and has held it in 11 quarters since.
  • Everhart Financial Group's Uber position peaked at $1.69M in Q3 2025.
  • 408 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.