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Finivi Inc’s Uber UBER Stock Holding History

Finivi Inc’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 		$412K Sell
5,706
-6,210
-52% -$455K 0.21% 84
2026
Q1 		$857K Buy
11,916
+86
+0.7% +$6.62K 0.47% 51
2025
Q4 		$967K Sell
11,830
-97
-0.8% -$8.73K 0.56% 45
2025
Q3 		$1.17M Sell
11,927
-240
-2% -$22.4K 0.74% 35
2025
Q2 		$1.14M Buy
12,167
+288
+2% +$23.7K 0.77% 36
2025
Q1 		$865K Buy
11,879
+693
+6% +$49.9K 0.7% 38
2024
Q4 		$675K Buy
11,186
+674
+6% +$48.1K 0.54% 47
2024
Q3 		$790K Buy
10,512
+748
+8% +$52.7K 0.64% 40
2024
Q2 		$710K Buy
9,764
+581
+6% +$40.4K 0.59% 46
2024
Q1 		$707K Sell
9,183
-676
-7% -$48.5K 0.64% 43
2023
Q4 		$607K Buy
+9,859
New +$516K 0.59% 47

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

Finivi Inc's UBER Position: Q2 2026 in Review

Finivi Inc reduced its Uber (UBER) stake by 52% in Q2 2026, selling an estimated $455K and leaving 5,706 shares worth $412K. The position accounts for 0.21% of the portfolio, ranked #84.

Finivi Inc first reported a position in UBER in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.17M in Q3 2025. 2,379 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Finivi Inc held 5,706 shares of Uber worth $412K as of Q2 2026.
  • Finivi Inc sold 6,210 Uber shares in Q2 2026, an estimated $455K.
  • Uber made up 0.21% of Finivi Inc's portfolio in Q2 2026, its #84 holding.
  • Finivi Inc first reported a position in Uber in Q4 2023 and has held it in 11 quarters since.
  • Finivi Inc's Uber position peaked at $1.17M in Q3 2025.
  • 2,379 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.