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Howard Financial Services’s Uber UBER Stock Holding History

Howard Financial Services’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 		$628K Buy
8,698
+421
+5% +$30.9K 0.06% 129
2026
Q1 		$595K Buy
8,277
+1,914
+30% +$147K 0.07% 117
2025
Q4 		$520K Buy
6,363
+291
+5% +$26.2K 0.06% 110
2025
Q3 		$595K Buy
6,072
+30
+0.5% +$2.81K 0.07% 93
2025
Q2 		$564K Buy
6,042
+200
+3% +$16.5K 0.07% 89
2025
Q1 		$426K Buy
5,842
+575
+11% +$41.4K 0.06% 113
2024
Q4 		$318K Buy
5,267
+375
+8% +$26.8K 0.04% 139
2024
Q3 		$368K Buy
4,892
+15
+0.3% +$1.06K 0.05% 113
2024
Q2 		$354K Sell
4,877
-9
-0.2% -$626 0.06% 110
2024
Q1 		$376K Buy
4,886
+67
+1% +$4.81K 0.06% 107
2023
Q4 		$297K Buy
+4,819
New +$252K 0.06% 119
2021
Q3 		– Sell
-6,950
Closed -$348K – 135
2021
Q2 		$348K Sell
6,950
-3,350
-33% -$175K 0.14% 83
2021
Q1 		$561K Hold
10,300
– – 0.25% 43
2020
Q4 		$525K Sell
10,300
-850
-8% -$38.1K 0.28% 41
2020
Q3 		$407K Buy
11,150
+4,300
+63% +$142K 0.26% 50
2020
Q2 		$213K Buy
+6,850
New +$213K 0.15% 79

Other funds holding UBER

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Howard Financial Services's UBER Position: Q2 2026 in Review

Howard Financial Services increased its Uber (UBER) stake by 5.1% in Q2 2026, buying an estimated $30.9K and bringing the position to 8,698 shares worth $628K. The position accounts for 0.06% of the portfolio, ranked #129.

Howard Financial Services first reported a position in UBER in Q2 2020 and has held it in 16 quarters since. 757 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Howard Financial Services held 8,698 shares of Uber worth $628K as of Q2 2026.
  • Howard Financial Services bought 421 Uber shares in Q2 2026, an estimated $30.9K.
  • Uber made up 0.06% of Howard Financial Services's portfolio in Q2 2026, its #129 holding.
  • Howard Financial Services first reported a position in Uber in Q2 2020 and has held it in 16 quarters since.
  • 757 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.