Key Client Fiduciary Advisors’s Uber UBER Stock Holding History

Key Client Fiduciary 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	$349K	Sell	4,842 -176	-4%	-$12.9K	0.1%	162
2026 Q1	$361K	Sell	5,018 -319	-6%	-$24.6K	0.12%	147
2025 Q4	$436K	Sell	5,337 -550	-9%	-$49.5K	0.15%	121
2025 Q3	$577K	Buy	5,887 +174	+3%	+$16.3K	0.19%	103
2025 Q2	$533K	Buy	5,713 +470	+9%	+$38.7K	0.22%	106
2025 Q1	$382K	Buy	5,243 +1,064	+25%	+$76.7K	0.17%	126
2024 Q4	$252K	Sell	4,179 -535	-11%	-$38.2K	0.11%	164
2024 Q3	$354K	Buy	4,714 +105	+2%	+$7.39K	0.16%	134
2024 Q2	$335K	Buy	+4,609	New	+$320K	0.17%	130
2024 Q1	–	Sell	-3,510	Closed	-$216K	–	194
2023 Q4	$216K	Buy	+3,510	New	+$184K	0.13%	160

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

Key Client Fiduciary Advisors's UBER Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its Uber (UBER) stake by 3.5% in Q2 2026, selling an estimated $12.9K and leaving 4,842 shares worth $349K. The position accounts for 0.1% of the portfolio, ranked #162.

Key Client Fiduciary Advisors first reported a position in UBER in Q4 2023 and has held it in 10 quarters since. The position peaked at $577K in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Key Client Fiduciary Advisors held 4,842 shares of Uber worth $349K as of Q2 2026.
Key Client Fiduciary Advisors sold 176 Uber shares in Q2 2026, an estimated $12.9K.
Uber made up 0.1% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #162 holding.
Key Client Fiduciary Advisors first reported a position in Uber in Q4 2023 and has held it in 10 quarters since.
Key Client Fiduciary Advisors's Uber position peaked at $577K in Q3 2025.
2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.