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HBK Sorce Advisory’s Uber UBER Stock Holding History

HBK Sorce Advisory’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 		$942K Sell
13,817
-175
-1% -$12.8K 0.02% 271
2026
Q1 		$1.06M Buy
13,992
+1,149
+9% +$88.4K 0.02% 237
2025
Q4 		$960K Sell
12,843
-887
-6% -$79.9K 0.02% 243
2025
Q3 		$1.3M Sell
13,730
-939
-6% -$87.8K 0.03% 194
2025
Q2 		$1.37M Buy
14,669
+277
+2% +$22.8K 0.04% 178
2025
Q1 		$1.05M Buy
14,392
+3,506
+32% +$253K 0.03% 209
2024
Q4 		$657K Buy
10,886
+400
+4% +$28.6K 0.02% 287
2024
Q3 		$788K Sell
10,486
-193
-2% -$13.6K 0.02% 254
2024
Q2 		$776K Sell
10,679
-1,513
-12% -$105K 0.03% 250
2024
Q1 		$939K Sell
12,192
-290
-2% -$20.8K 0.03% 222
2023
Q4 		$769K Buy
12,482
+4,064
+48% +$213K 0.03% 241
2023
Q3 		$387K Buy
+8,418
New +$385K 0.02% 357
2023
Q1 		– Sell
-8,134
Closed -$201K – 806
2022
Q4 		$201K Buy
+8,134
New +$223K 0.01% 656
2022
Q2 		– Sell
-5,921
Closed -$211K – 552
2022
Q1 		$211K Sell
5,921
-8,081
-58% -$291K 0.01% 496
2021
Q4 		$587K Buy
14,002
+134
+1% +$5.78K 0.03% 300
2021
Q3 		$621K Buy
13,868
+544
+4% +$23.8K 0.03% 281
2021
Q2 		$668K Buy
13,324
+5,568
+72% +$291K 0.04% 272
2021
Q1 		$423K Buy
+7,756
New +$433K 0.03% 334

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

HBK Sorce Advisory's UBER Position: Q2 2026 in Review

HBK Sorce Advisory reduced its Uber (UBER) stake by 1.3% in Q2 2026, selling an estimated $12.8K and leaving 13,817 shares worth $942K. The position accounts for 0.02% of the portfolio, ranked #271.

HBK Sorce Advisory first reported a position in UBER in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.37M in Q2 2025. 1,416 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • HBK Sorce Advisory held 13,817 shares of Uber worth $942K as of Q2 2026.
  • HBK Sorce Advisory sold 175 Uber shares in Q2 2026, an estimated $12.8K.
  • Uber made up 0.02% of HBK Sorce Advisory's portfolio in Q2 2026, its #271 holding.
  • HBK Sorce Advisory first reported a position in Uber in Q1 2021 and has held it in 18 quarters since.
  • HBK Sorce Advisory's Uber position peaked at $1.37M in Q2 2025.
  • 1,416 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.