FFA
UBER icon

Fragasso Financial Advisors’s Uber UBER Stock Holding History

Fragasso Financial Advisors’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 		$1.25M Buy
17,389
+1,228
+8% +$90K 0.07% 127
2026
Q1 		$1.17M Buy
16,161
+13,592
+529% +$1.05M 0.07% 130
2025
Q4 		$210K Sell
2,569
-77
-3% -$6.93K 0.01% 285
2025
Q3 		$256K Buy
+2,646
New +$247K 0.02% 256

Other funds holding UBER

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Fragasso Financial Advisors's UBER Position: Q2 2026 in Review

Fragasso Financial Advisors increased its Uber (UBER) stake by 7.6% in Q2 2026, buying an estimated $90K and bringing the position to 17,389 shares worth $1.25M. The position accounts for 0.07% of the portfolio, ranked #127.

Fragasso Financial Advisors first reported a position in UBER in Q3 2025 and has held it in 4 quarters since. 1,311 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Fragasso Financial Advisors held 17,389 shares of Uber worth $1.25M as of Q2 2026.
  • Fragasso Financial Advisors bought 1,228 Uber shares in Q2 2026, an estimated $90K.
  • Uber made up 0.07% of Fragasso Financial Advisors's portfolio in Q2 2026, its #127 holding.
  • Fragasso Financial Advisors first reported a position in Uber in Q3 2025 and has held it in 4 quarters since.
  • 1,311 funds tracked by Wall St. Rank held Uber as of Q2 2026.

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