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Fortem Financial Group’s Uber UBER Stock Holding History

Fortem 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 		$570K Sell
7,901
-917
-10% -$67.2K 0.12% 118
2026
Q1 		$634K Buy
8,818
+324
+4% +$24.9K 0.16% 112
2025
Q4 		$694K Buy
8,494
+300
+4% +$27K 0.19% 97
2025
Q3 		$803K Buy
8,194
+450
+6% +$42.1K 0.23% 81
2025
Q2 		$723K Buy
7,744
+800
+12% +$65.9K 0.23% 91
2025
Q1 		$506K Buy
6,944
+839
+14% +$60.4K 0.2% 123
2024
Q4 		$368K Buy
6,105
+1,071
+21% +$76.5K 0.14% 135
2024
Q3 		$378K Sell
5,034
-50
-1% -$3.52K 0.15% 134
2024
Q2 		$370K Sell
5,084
-640
-11% -$44.5K 0.16% 128
2024
Q1 		$441K Buy
5,724
+875
+18% +$62.8K 0.19% 124
2023
Q4 		$299K Sell
4,849
-23
-0.5% -$1.2K 0.15% 138
2023
Q3 		$224K Buy
+4,872
New +$223K 0.13% 148
2022
Q2 		– Sell
-7,025
Closed -$251K – 204
2022
Q1 		$251K Sell
7,025
-1,400
-17% -$50.3K 0.11% 146
2021
Q4 		$353K Sell
8,425
-465
-5% -$20K 0.16% 136
2021
Q3 		$398K Buy
8,890
+40
+0.5% +$1.75K 0.2% 121
2021
Q2 		$444K Buy
8,850
+900
+11% +$47K 0.23% 119
2021
Q1 		$433K Buy
7,950
+300
+4% +$16.7K 0.25% 111
2020
Q4 		$390K Sell
7,650
-300
-4% -$13.4K 0.23% 105
2020
Q3 		$290K Sell
7,950
-1,000
-11% -$33K 0.21% 119
2020
Q2 		$278K Buy
8,950
+600
+7% +$18.7K 0.21% 101
2020
Q1 		$233K Buy
+8,350
New +$275K 0.21% 93

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

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

Fortem Financial Group reduced its Uber (UBER) stake by 10% in Q2 2026, selling an estimated $67.2K and leaving 7,901 shares worth $570K. The position accounts for 0.12% of the portfolio, ranked #118.

Fortem Financial Group first reported a position in UBER in Q1 2020 and has held it in 21 quarters since. The position peaked at $803K in Q3 2025. 2,420 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Fortem Financial Group held 7,901 shares of Uber worth $570K as of Q2 2026.
  • Fortem Financial Group sold 917 Uber shares in Q2 2026, an estimated $67.2K.
  • Uber made up 0.12% of Fortem Financial Group's portfolio in Q2 2026, its #118 holding.
  • Fortem Financial Group first reported a position in Uber in Q1 2020 and has held it in 21 quarters since.
  • Fortem Financial Group's Uber position peaked at $803K in Q3 2025.
  • 2,420 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.