IFG
UBER icon

Independent Financial Group’s Uber UBER Stock Holding History

Independent Financial Group’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 		$4.97M Sell
68,919
-9,585
-12% -$703K 0.09% 211
2026
Q1 		$5.65M Sell
78,504
-2,530
-3% -$195K 0.13% 161
2025
Q4 		$6.62M Sell
81,034
-10,339
-11% -$931K 0.15% 130
2025
Q3 		$8.95M Buy
91,373
+7,550
+9% +$706K 0.21% 82
2025
Q2 		$7.82M Buy
83,823
+11,378
+16% +$937K 0.22% 82
2025
Q1 		$5.28M Buy
72,445
+21,875
+43% +$1.58M 0.18% 109
2024
Q4 		$3.05M Sell
50,570
-10,924
-18% -$780K 0.1% 197
2024
Q3 		$4.62M Buy
61,494
+1,784
+3% +$126K 0.17% 113
2024
Q2 		$4.34M Buy
59,710
+542
+0.9% +$37.7K 0.17% 116
2024
Q1 		$4.56M Sell
59,168
-2,253
-4% -$162K 0.21% 102
2023
Q4 		$3.78M Buy
61,421
+11,805
+24% +$618K 0.2% 110
2023
Q3 		$2.28M Buy
49,616
+5,292
+12% +$242K 0.15% 145
2023
Q2 		$1.91M Buy
44,324
+3,092
+7% +$115K 0.13% 173
2023
Q1 		$1.31M Buy
41,232
+6,605
+19% +$210K 0.1% 222
2022
Q4 		$856K Buy
34,627
+3,930
+13% +$108K 0.07% 278
2022
Q3 		$813K Buy
30,697
+1,530
+5% +$42.3K 0.07% 269
2022
Q2 		$597K Buy
29,167
+4,379
+18% +$116K 0.06% 329
2022
Q1 		$884K Buy
24,788
+4,930
+25% +$177K 0.07% 288
2021
Q4 		$833K Buy
19,858
+3,134
+19% +$135K 0.07% 299
2021
Q3 		$749K Buy
16,724
+3,324
+25% +$145K 0.08% 284
2021
Q2 		$672K Buy
13,400
+4,889
+57% +$255K 0.07% 295
2021
Q1 		$464K Buy
8,511
+651
+8% +$36.3K 0.06% 351
2020
Q4 		$401K Sell
7,860
-542
-6% -$24.3K 0.06% 353
2020
Q3 		$307K Sell
8,402
-1,400
-14% -$46.2K 0.06% 344
2020
Q2 		$305K Buy
9,802
+600
+7% +$18.7K 0.07% 313
2020
Q1 		$257K Buy
+9,202
New +$303K 0.08% 276

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

Independent Financial Group's UBER Position: Q2 2026 in Review

Independent Financial Group reduced its Uber (UBER) stake by 12% in Q2 2026, selling an estimated $703K and leaving 68,919 shares worth $4.97M. The position accounts for 0.09% of the portfolio, ranked #211.

Independent Financial Group first reported a position in UBER in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.95M in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Independent Financial Group held 68,919 shares of Uber worth $4.97M as of Q2 2026.
  • Independent Financial Group sold 9,585 Uber shares in Q2 2026, an estimated $703K.
  • Uber made up 0.09% of Independent Financial Group's portfolio in Q2 2026, its #211 holding.
  • Independent Financial Group first reported a position in Uber in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Uber position peaked at $8.95M in Q3 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.