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Garton & Associates Financial Advisors’s Uber UBER Stock Holding History

Garton & Associates 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 		$1.39M Buy
+19,331
New +$1.42M 3.15% 14
2026
Q1 		– Sell
-165
Closed -$13.5K – 654
2025
Q4 		$13.5K Buy
+165
New +$14.9K 0.01% 755

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

Garton & Associates Financial Advisors's UBER Position: Q2 2026 in Review

Garton & Associates Financial Advisors opened a new position in Uber (UBER) in Q2 2026: 19,331 shares worth $1.39M. The stake represents 3.15% of the portfolio and ranks #14 among its holdings. This is a return to the name: Garton & Associates Financial Advisors previously reported a position in UBER as recently as Q4 2025.

Garton & Associates Financial Advisors first reported a position in UBER in Q4 2025 and has held it in 2 quarters since. 2,420 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Garton & Associates Financial Advisors held 19,331 shares of Uber worth $1.39M as of Q2 2026.
  • Uber was a new Garton & Associates Financial Advisors position in Q2 2026.
  • Uber made up 3.15% of Garton & Associates Financial Advisors's portfolio in Q2 2026, its #14 holding.
  • Garton & Associates Financial Advisors first reported a position in Uber in Q4 2025 and has held it in 2 quarters since.
  • 2,420 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.