Financial Perspectives’s Uber UBER Stock Holding History

Financial Perspectives’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	$735K	Buy	10,188 +7,649	+301%	+$561K	0.18%	79
2026 Q1	$183K	Hold	2,539	–	–	0.05%	172
2025 Q4	$207K	Hold	2,539	–	–	0.06%	155
2025 Q3	$249K	Buy	+2,539	New	+$237K	0.07%	141
2024 Q1	–	Sell	-5	Closed	-$308	–	703
2023 Q4	$308	Buy	+5	New	+$262	﹤0.01%	666
2022 Q1	–	Sell	-176	Closed	-$7.38K	–	690
2021 Q4	$7.38K	Hold	176	–	–	﹤0.01%	469
2021 Q3	$7.88K	Buy	+176	New	+$7.69K	﹤0.01%	468

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 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

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Financial Perspectives's UBER Position: Q2 2026 in Review

Financial Perspectives increased its Uber (UBER) stake by 301% in Q2 2026, buying an estimated $561K and bringing the position to 10,188 shares worth $735K. The position accounts for 0.18% of the portfolio, ranked #79.

Financial Perspectives first reported a position in UBER in Q3 2021 and has held it in 7 quarters since. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Financial Perspectives held 10,188 shares of Uber worth $735K as of Q2 2026.
Financial Perspectives bought 7,649 Uber shares in Q2 2026, an estimated $561K.
Uber made up 0.18% of Financial Perspectives's portfolio in Q2 2026, its #79 holding.
Financial Perspectives first reported a position in Uber in Q3 2021 and has held it in 7 quarters since.
2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.