Greystone Financial Group’s Uber UBER Stock Holding History

Greystone 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	$693K	Sell	9,602 -807	-8%	-$59.2K	0.19%	57
2026 Q1	$749K	Sell	10,409 -19,385	-65%	-$1.49M	0.21%	53
2025 Q4	$2.43M	Buy	29,794 +2,642	+10%	+$238K	0.38%	48
2025 Q3	$2.66M	Buy	27,152 +1,762	+7%	+$165K	0.41%	49
2025 Q2	$2.37M	Sell	25,390 -631	-2%	-$51.9K	0.39%	46
2025 Q1	$1.9M	Buy	26,021 +2,039	+9%	+$147K	0.34%	52
2024 Q4	$1.45M	Buy	23,982 +13,452	+128%	+$961K	0.25%	60
2024 Q3	$791K	Buy	10,530 +988	+10%	+$69.6K	0.14%	73
2024 Q2	$694K	Buy	9,542 +3,774	+65%	+$262K	0.14%	74
2024 Q1	$444K	Sell	5,768 -414	-7%	-$29.7K	0.09%	86
2023 Q4	$381K	Buy	6,182 +668	+12%	+$34.9K	0.09%	88
2023 Q3	$254K	Buy	+5,514	New	+$252K	0.06%	99

Other funds holding UBER

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

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

Greystone Financial Group reduced its Uber (UBER) stake by 7.8% in Q2 2026, selling an estimated $59.2K and leaving 9,602 shares worth $693K. The position accounts for 0.19% of the portfolio, ranked #57.

Greystone Financial Group first reported a position in UBER in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.66M in Q3 2025. 1,046 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Greystone Financial Group held 9,602 shares of Uber worth $693K as of Q2 2026.
Greystone Financial Group sold 807 Uber shares in Q2 2026, an estimated $59.2K.
Uber made up 0.19% of Greystone Financial Group's portfolio in Q2 2026, its #57 holding.
Greystone Financial Group first reported a position in Uber in Q3 2023 and has held it in 12 quarters since.
Greystone Financial Group's Uber position peaked at $2.66M in Q3 2025.
1,046 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.