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Marion Wealth Management’s Uber UBER Stock Holding History

Marion Wealth Management’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 		$269K Buy
3,724
+638
+21% +$46.8K 0.05% 136
2026
Q1 		$222K Buy
3,086
+617
+25% +$47.5K 0.05% 132
2025
Q4 		$203K Buy
2,469
+313
+15% +$28.2K 0.05% 143
2025
Q3 		$211K Buy
+2,156
New +$202K 0.05% 127

Other funds holding UBER

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Marion Wealth Management's UBER Position: Q2 2026 in Review

Marion Wealth Management increased its Uber (UBER) stake by 21% in Q2 2026, buying an estimated $46.8K and bringing the position to 3,724 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #136.

Marion Wealth Management first reported a position in UBER in Q3 2025 and has held it in 4 quarters since. 350 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Marion Wealth Management held 3,724 shares of Uber worth $269K as of Q2 2026.
  • Marion Wealth Management bought 638 Uber shares in Q2 2026, an estimated $46.8K.
  • Uber made up 0.05% of Marion Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Marion Wealth Management first reported a position in Uber in Q3 2025 and has held it in 4 quarters since.
  • 350 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.