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Legacy Financial Advisors’s Uber UBER Stock Holding History

Legacy 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 		$338K Sell
4,680
-4,073
-47% -$299K 0.04% 325
2026
Q1 		$630K Sell
8,753
-424
-5% -$32.6K 0.09% 190
2025
Q4 		$750K Buy
9,177
+403
+5% +$36.3K 0.1% 166
2025
Q3 		$860K Buy
8,774
+388
+5% +$36.3K 0.12% 158
2025
Q2 		$782K Buy
8,386
+1,237
+17% +$102K 0.12% 145
2025
Q1 		$521K Buy
+7,149
New +$515K 0.09% 188
2024
Q4 		– Sell
-6,914
Closed -$520K – 369
2024
Q3 		$520K Buy
6,914
+2,836
+70% +$200K 0.09% 188
2024
Q2 		$296K Sell
4,078
-85
-2% -$5.91K 0.05% 254
2024
Q1 		$320K Sell
4,163
-1,414
-25% -$102K 0.06% 240
2023
Q4 		$343K Buy
+5,577
New +$292K 0.07% 209

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
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
Norges Bank Oslo, Norway $1T AUM

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

Legacy Financial Advisors reduced its Uber (UBER) stake by 47% in Q2 2026, selling an estimated $299K and leaving 4,680 shares worth $338K. The position accounts for 0.04% of the portfolio, ranked #325.

Legacy Financial Advisors first reported a position in UBER in Q4 2023 and has held it in 10 quarters since. The position peaked at $860K in Q3 2025. 2,438 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Legacy Financial Advisors held 4,680 shares of Uber worth $338K as of Q2 2026.
  • Legacy Financial Advisors sold 4,073 Uber shares in Q2 2026, an estimated $299K.
  • Uber made up 0.04% of Legacy Financial Advisors's portfolio in Q2 2026, its #325 holding.
  • Legacy Financial Advisors first reported a position in Uber in Q4 2023 and has held it in 10 quarters since.
  • Legacy Financial Advisors's Uber position peaked at $860K in Q3 2025.
  • 2,438 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.