Key Financial Inc’s Uber UBER Stock Holding History

Key Financial Inc’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	$35.1K	Buy	486 +400	+465%	+$29.3K	0.01%	610
2026 Q1	$6.19K	Sell	86 -16	-16%	-$1.23K	﹤0.01%	991
2025 Q4	$8.33K	Buy	102 +20	+24%	+$1.8K	﹤0.01%	927
2025 Q3	$7.92K	Sell	82 -3	-4%	-$281	﹤0.01%	942
2025 Q2	$7.93K	Hold	85	–	–	﹤0.01%	916
2025 Q1	$6.19K	Hold	85	–	–	﹤0.01%	942
2024 Q4	$5.13K	Hold	85	–	–	﹤0.01%	984
2024 Q3	$6.39K	Buy	85 +19	+29%	+$1.34K	﹤0.01%	913
2024 Q2	$4.8K	Hold	66	–	–	﹤0.01%	971
2024 Q1	$5.08K	Hold	66	–	–	﹤0.01%	936
2023 Q4	$4.06K	Hold	66	–	–	﹤0.01%	990
2023 Q3	$3.04K	Hold	66	–	–	﹤0.01%	1056
2023 Q2	$2.85K	Hold	66	–	–	﹤0.01%	1115
2023 Q1	$2.09K	Hold	66	–	–	﹤0.01%	953
2022 Q4	$1.75K	Hold	66	–	–	﹤0.01%	969
2022 Q3	$2K	Hold	66	–	–	﹤0.01%	981
2022 Q2	$1K	Hold	66	–	–	﹤0.01%	1060
2022 Q1	$2K	Hold	66	–	–	﹤0.01%	956
2021 Q4	$3K	Buy	66 +39	+144%	+$1.68K	﹤0.01%	795
2021 Q3	$1K	Buy	+27	New	+$1.18K	﹤0.01%	891

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 Financial Inc's UBER Position: Q2 2026 in Review

Key Financial Inc increased its Uber (UBER) stake by 465% in Q2 2026, buying an estimated $29.3K and bringing the position to 486 shares worth $35.1K. The position accounts for 0.01% of the portfolio, ranked #610.

Key Financial Inc first reported a position in UBER in Q3 2021 and has held it in 20 quarters since. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Key Financial Inc held 486 shares of Uber worth $35.1K as of Q2 2026.
Key Financial Inc bought 400 Uber shares in Q2 2026, an estimated $29.3K.
Uber made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #610 holding.
Key Financial Inc first reported a position in Uber in Q3 2021 and has held it in 20 quarters since.
2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.