Marshall Financial Group (Maryland)’s Uber UBER Stock Holding History

Marshall Financial Group (Maryland)’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	$511K	Sell	7,088 -19,986	-74%	-$1.47M	0.07%	212
2026 Q1	$1.95M	Buy	27,074 +2,317	+9%	+$178K	0.31%	64
2025 Q4	$2.02M	Buy	24,757 +336	+1%	+$30.3K	0.39%	55
2025 Q3	$2.39M	Buy	24,421 +1,130	+5%	+$106K	0.47%	46
2025 Q2	$2.25M	Buy	+23,291	New	+$1.92M	0.44%	46

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

Marshall Financial Group (Maryland)'s UBER Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Uber (UBER) stake by 74% in Q2 2026, selling an estimated $1.47M and leaving 7,088 shares worth $511K. The position accounts for 0.07% of the portfolio, ranked #212.

Marshall Financial Group (Maryland) first reported a position in UBER in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.39M in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Marshall Financial Group (Maryland) held 7,088 shares of Uber worth $511K as of Q2 2026.
Marshall Financial Group (Maryland) sold 19,986 Uber shares in Q2 2026, an estimated $1.47M.
Uber made up 0.07% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #212 holding.
Marshall Financial Group (Maryland) first reported a position in Uber in Q2 2025 and has held it in 5 quarters since.
Marshall Financial Group (Maryland)'s Uber position peaked at $2.39M in Q3 2025.
2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.