Jones Financial Companies’s Uber UBER Stock Holding History

Jones Financial Companies’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	$76.7M	Buy	1,006,426 +91,714	+10%	+$6.73M	0.03%	302
2026 Q1	$63.3M	Buy	914,712 +607,506	+198%	+$46.8M	0.03%	295
2025 Q4	$25.1M	Buy	307,206 +19,438	+7%	+$1.75M	0.02%	285
2025 Q3	$28.3M	Buy	287,768 +26,666	+10%	+$2.49M	0.02%	241
2025 Q2	$23.9M	Buy	261,102 +33,092	+15%	+$2.72M	0.02%	228
2025 Q1	$16.6M	Buy	228,010 +49,054	+27%	+$3.53M	0.01%	235
2024 Q4	$10.8M	Buy	178,956 +35,047	+24%	+$2.5M	0.01%	249
2024 Q3	$10.9M	Buy	143,909 +37,403	+35%	+$2.63M	0.01%	196
2024 Q2	$7.74M	Buy	106,506 +102,081	+2,307%	+$7.1M	0.01%	172
2024 Q1	$341K	Buy	4,425 +3,562	+413%	+$256K	﹤0.01%	380
2023 Q4	$53.1K	Buy	+863	New	+$45.1K	﹤0.01%	465
2023 Q1	–	Sell	-87	Closed	-$2K	–	777
2022 Q4	$2K	Buy	+87	New	+$2.38K	﹤0.01%	619
2021 Q2	–	Sell	-123	Closed	-$7K	–	786
2021 Q1	$7K	Buy	+123	New	+$6.86K	﹤0.01%	582

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

Jones Financial Companies's UBER Position: Q2 2026 in Review

Jones Financial Companies increased its Uber (UBER) stake by 10% in Q2 2026, buying an estimated $6.73M and bringing the position to 1,006,426 shares worth $76.7M. The position accounts for 0.03% of the portfolio, ranked #302.

Jones Financial Companies first reported a position in UBER in Q1 2021 and has held it in 13 quarters since. 2,410 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Jones Financial Companies held 1,006,426 shares of Uber worth $76.7M as of Q2 2026.
Jones Financial Companies bought 91,714 Uber shares in Q2 2026, an estimated $6.73M.
Uber made up 0.03% of Jones Financial Companies's portfolio in Q2 2026, its #302 holding.
Jones Financial Companies first reported a position in Uber in Q1 2021 and has held it in 13 quarters since.
2,410 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.