JNBA Financial Advisors’s Uber UBER Stock Holding History

JNBA Financial 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	–	Sell	-64	Closed	-$4.6K	–	896
2026 Q1	$4.6K	Buy	64 +15	+31%	+$1.15K	﹤0.01%	606
2025 Q4	$4K	Buy	+49	New	+$4.41K	﹤0.01%	600
2025 Q3	–	Sell	-50	Closed	-$4.67K	–	673
2025 Q2	$4.67K	Buy	+50	New	+$4.12K	﹤0.01%	547
2023 Q4	–	Sell	-20	Closed	-$920	–	750
2023 Q3	$920	Hold	20	–	–	﹤0.01%	681
2023 Q2	$864	Hold	20	–	–	﹤0.01%	667
2023 Q1	$634	Hold	20	–	–	﹤0.01%	695
2022 Q4	$495	Sell	20 -100	-83%	-$2.74K	﹤0.01%	634
2022 Q3	$3K	Sell	120 -93	-44%	-$2.57K	﹤0.01%	583
2022 Q2	$4K	Buy	213 +193	+965%	+$5.12K	﹤0.01%	593
2022 Q1	$1K	Sell	20 -33	-62%	-$1.19K	﹤0.01%	692
2021 Q4	$2K	Buy	53 +26	+96%	+$1.12K	﹤0.01%	760
2021 Q3	$1K	Hold	27	–	–	﹤0.01%	717
2021 Q2	$1K	Buy	27 +20	+286%	+$1.04K	﹤0.01%	669
2021 Q1	$0	Buy	+7	New	+$391	﹤0.01%	671

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

JNBA Financial Advisors's UBER Position: Q2 2026 in Review

JNBA Financial Advisors sold out of Uber (UBER) in Q2 2026, closing a stake of 64 shares — an estimated $4.6K sold.

JNBA Financial Advisors first reported a position in UBER in Q1 2021 and held it in 14 quarters. The position peaked at $4.67K in Q2 2025. 2,423 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

JNBA Financial Advisors reported no remaining Uber position as of Q2 2026 after selling out during the quarter.
JNBA Financial Advisors sold 64 Uber shares in Q2 2026, an estimated $4.6K.
JNBA Financial Advisors first reported a position in Uber in Q1 2021 and held it in 14 quarters.
JNBA Financial Advisors's Uber position peaked at $4.67K in Q2 2025.
2,423 funds tracked by Wall St. Rank held Uber as of Q2 2026.

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