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IFP Advisors’s Uber UBER Stock Holding History

IFP Advisors’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 		$10.4M Buy
143,821
+7,376
+5% +$541K 0.19% 119
2026
Q1 		$9.81M Buy
136,445
+74,678
+121% +$5.75M 0.2% 107
2025
Q4 		$5.05M Buy
61,767
+7,543
+14% +$679K 0.11% 192
2025
Q3 		$5.31M Buy
54,224
+2,621
+5% +$245K 0.14% 167
2025
Q2 		$4.81M Buy
51,603
+11,117
+27% +$915K 0.14% 165
2025
Q1 		$2.95M Buy
40,486
+6,009
+17% +$433K 0.09% 257
2024
Q4 		$2.08M Buy
34,477
+9,061
+36% +$647K 0.07% 329
2024
Q3 		$1.91M Sell
25,416
-433
-2% -$30.5K 0.07% 312
2024
Q2 		$1.88M Buy
25,849
+1,485
+6% +$103K 0.07% 278
2024
Q1 		$1.88M Sell
24,364
-950
-4% -$68.2K 0.08% 264
2023
Q4 		$1.56M Sell
25,314
-2,132
-8% -$112K 0.07% 294
2023
Q3 		$1.26M Buy
27,446
+7,443
+37% +$340K 0.06% 336
2023
Q2 		$864K Sell
20,003
-1,206
-6% -$44.8K 0.04% 470
2023
Q1 		$883K Sell
21,209
-13,123
-38% -$416K 0.04% 429
2022
Q4 		$1.44M Sell
34,332
-412
-1% -$11.3K 0.04% 476
2022
Q3 		$1.46M Buy
34,744
+1,837
+6% +$50.8K 0.04% 506
2022
Q2 		$1.38M Hold
32,907
– – 0.04% 476
2022
Q1 		$1.38M Buy
32,907
+18,696
+132% +$672K 0.04% 476
2021
Q4 		$593K Buy
14,211
+5,061
+55% +$218K 0.01% 537
2021
Q3 		$410K Buy
9,150
+2,316
+34% +$101K 0.01% 652
2021
Q2 		$347K Sell
6,834
-1,526
-18% -$79.7K 0.01% 670
2021
Q1 		$455K Buy
8,360
+685
+9% +$38.2K 0.01% 554
2020
Q4 		$389K Buy
7,675
+3,182
+71% +$143K 0.02% 581
2020
Q3 		$164K Buy
4,493
+461
+11% +$15.2K 0.01% 778
2020
Q2 		$120K Sell
4,032
-1,401
-26% -$43.7K 0.01% 860
2020
Q1 		$151K Buy
5,433
+2,756
+103% +$90.7K 0.02% 675
2019
Q4 		$81K Sell
2,677
-2,097
-44% -$62.2K 0.01% 1055
2019
Q3 		$142K Buy
+4,774
New +$180K 0.01% 895

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
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
Norges Bank Oslo, Norway $1T AUM

IFP Advisors's UBER Position: Q2 2026 in Review

IFP Advisors increased its Uber (UBER) stake by 5.4% in Q2 2026, buying an estimated $541K and bringing the position to 143,821 shares worth $10.4M. The position accounts for 0.19% of the portfolio, ranked #119.

IFP Advisors first reported a position in UBER in Q3 2019 and has held it in 28 quarters since. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • IFP Advisors held 143,821 shares of Uber worth $10.4M as of Q2 2026.
  • IFP Advisors bought 7,376 Uber shares in Q2 2026, an estimated $541K.
  • Uber made up 0.19% of IFP Advisors's portfolio in Q2 2026, its #119 holding.
  • IFP Advisors first reported a position in Uber in Q3 2019 and has held it in 28 quarters since.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.