IFG Advisory’s Uber UBER Stock Holding History

IFG 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	$236K	Buy	+3,268	New	+$240K	0.01%	821
2026 Q1	–	Sell	-3,072	Closed	-$251K	–	837
2025 Q4	$251K	Sell	3,072 -2,787	-48%	-$251K	0.01%	680
2025 Q3	$574K	Sell	5,859 -5,015	-46%	-$469K	0.03%	466
2025 Q2	$1.01M	Buy	10,874 +3,076	+39%	+$253K	0.05%	333
2025 Q1	$568K	Buy	7,798 +3,559	+84%	+$256K	0.03%	419
2024 Q4	$256K	Buy	+4,239	New	+$303K	0.01%	575
2024 Q1	–	Sell	-3,455	Closed	-$213K	–	564
2023 Q4	$213K	Buy	+3,455	New	+$181K	0.02%	544
2021 Q2	–	Sell	-8,293	Closed	-$452K	–	514
2021 Q1	$452K	Buy	8,293 +30	+0.4%	+$1.67K	0.06%	317
2020 Q4	$421K	Sell	8,263 -624	-7%	-$28K	0.06%	290
2020 Q3	$324K	Sell	8,887 -3,426	-28%	-$113K	0.05%	311
2020 Q2	$382K	Buy	12,313 +150	+1%	+$4.67K	0.07%	254
2020 Q1	$339K	Buy	+12,163	New	+$400K	0.08%	243

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

IFG Advisory's UBER Position: Q2 2026 in Review

IFG Advisory opened a new position in Uber (UBER) in Q2 2026: 3,268 shares worth $236K. The stake represents 0.01% of the portfolio and ranks #821 among its holdings. This is a return to the name: IFG Advisory previously reported a position in UBER as recently as Q4 2025.

IFG Advisory first reported a position in UBER in Q1 2020 and has held it in 12 quarters since. The position peaked at $1.01M in Q2 2025. 2,429 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

IFG Advisory held 3,268 shares of Uber worth $236K as of Q2 2026.
Uber was a new IFG Advisory position in Q2 2026.
Uber made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #821 holding.
IFG Advisory first reported a position in Uber in Q1 2020 and has held it in 12 quarters since.
IFG Advisory's Uber position peaked at $1.01M in Q2 2025.
2,429 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.