Holistic Financial Partners’s Uber UBER Stock Holding History

Holistic Financial Partners’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	$264K	Sell	3,653 -203	-5%	-$14.9K	0.16%	88
2026 Q1	$277K	Sell	3,856 -66	-2%	-$5.08K	0.1%	106
2025 Q4	$320K	Sell	3,922 -35	-0.9%	-$3.15K	0.12%	89
2025 Q3	$388K	Buy	3,957 +62	+2%	+$5.8K	0.16%	74
2025 Q2	$363K	Buy	3,895 +64	+2%	+$5.27K	0.16%	72
2025 Q1	$279K	Buy	3,831 +195	+5%	+$14K	0.13%	87
2024 Q4	$219K	Buy	3,636 +285	+9%	+$20.4K	0.11%	107
2024 Q3	$252K	Buy	3,351 +419	+14%	+$29.5K	0.12%	97
2024 Q2	$213K	Sell	2,932 -15	-0.5%	-$1.04K	0.11%	109
2024 Q1	$227K	Buy	+2,947	New	+$212K	0.12%	111

Other funds holding UBER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Oslo, Norway $1T AUM

Holistic Financial Partners's UBER Position: Q2 2026 in Review

Holistic Financial Partners reduced its Uber (UBER) stake by 5.3% in Q2 2026, selling an estimated $14.9K and leaving 3,653 shares worth $264K. The position accounts for 0.16% of the portfolio, ranked #88.

Holistic Financial Partners first reported a position in UBER in Q1 2024 and has held it in 10 quarters since. The position peaked at $388K in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Holistic Financial Partners held 3,653 shares of Uber worth $264K as of Q2 2026.
Holistic Financial Partners sold 203 Uber shares in Q2 2026, an estimated $14.9K.
Uber made up 0.16% of Holistic Financial Partners's portfolio in Q2 2026, its #88 holding.
Holistic Financial Partners first reported a position in Uber in Q1 2024 and has held it in 10 quarters since.
Holistic Financial Partners's Uber position peaked at $388K in Q3 2025.
2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.