Kelleher Financial Advisors’s Uber UBER Stock Holding History

Kelleher 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	$1.94M	Buy	26,863 +12,823	+91%	+$940K	0.28%	69
2026 Q1	$1.01M	Sell	14,040 -150	-1%	-$11.5K	0.26%	64
2025 Q4	$1.16M	Buy	14,190 +88	+0.6%	+$7.92K	0.27%	59
2025 Q3	$1.38M	Sell	14,102 -4,175	-23%	-$390K	0.35%	52
2025 Q2	$1.71M	Buy	18,277 +221	+1%	+$18.2K	0.59%	27
2025 Q1	$1.32M	Buy	18,056 +888	+5%	+$64K	0.52%	31
2024 Q4	$1.04M	Buy	17,168 +4,399	+34%	+$314K	0.39%	31
2024 Q3	$960K	Hold	12,769	–	–	0.37%	39
2024 Q2	$928K	Hold	12,769	–	–	0.38%	34
2024 Q1	$983K	Hold	12,769	–	–	0.41%	33
2023 Q4	$786K	Hold	12,769	–	–	0.37%	38
2023 Q3	$587K	Buy	12,769 +310	+2%	+$14.2K	0.3%	48
2023 Q2	$538K	Sell	12,459 -275	-2%	-$10.2K	0.31%	60
2023 Q1	$404K	Buy	+12,734	New	+$404K	0.27%	68
2022 Q4	–	Sell	-8,258	Closed	-$218K	–	118
2022 Q3	$218K	Buy	+8,258	New	+$228K	0.16%	92
2022 Q2	–	Sell	-6,218	Closed	-$221K	–	146
2022 Q1	$221K	Hold	6,218	–	–	0.12%	104
2021 Q4	$260K	Sell	6,218 -5,900	-49%	-$254K	0.14%	106
2021 Q3	$542K	Buy	12,118 +5,961	+97%	+$260K	0.24%	91
2021 Q2	$308K	Buy	+6,157	New	+$322K	0.17%	92

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

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

Kelleher Financial Advisors increased its Uber (UBER) stake by 91% in Q2 2026, buying an estimated $940K and bringing the position to 26,863 shares worth $1.94M. The position accounts for 0.28% of the portfolio, ranked #69.

Kelleher Financial Advisors first reported a position in UBER in Q2 2021 and has held it in 19 quarters since. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Kelleher Financial Advisors held 26,863 shares of Uber worth $1.94M as of Q2 2026.
Kelleher Financial Advisors bought 12,823 Uber shares in Q2 2026, an estimated $940K.
Uber made up 0.28% of Kelleher Financial Advisors's portfolio in Q2 2026, its #69 holding.
Kelleher Financial Advisors first reported a position in Uber in Q2 2021 and has held it in 19 quarters since.
2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.