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Merit Financial Group’s Uber UBER Stock Holding History

Merit Financial Group’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 		$3.63M Sell
50,291
-27,679
-35% -$2.03M 0.02% 522
2026
Q1 		$5.61M Sell
77,970
-1,579
-2% -$122K 0.04% 355
2025
Q4 		$6.5M Buy
79,549
+9,440
+13% +$850K 0.05% 289
2025
Q3 		$6.87M Buy
70,109
+6,233
+10% +$583K 0.06% 237
2025
Q2 		$5.96M Sell
63,876
-541
-0.8% -$44.5K 0.07% 230
2025
Q1 		$4.69M Buy
64,417
+7,279
+13% +$524K 0.07% 234
2024
Q4 		$3.45M Buy
57,138
+53,482
+1,463% +$3.82M 0.06% 244
2024
Q3 		$275K Sell
3,656
-2,979
-45% -$210K 0.01% 692
2024
Q2 		$482K Buy
6,635
+41
+0.6% +$2.85K 0.01% 586
2024
Q1 		$457K Buy
6,594
+2,250
+52% +$162K 0.01% 585
2023
Q4 		$267K Buy
+4,344
New +$227K 0.01% 650
2023
Q1 		– Sell
-27,820
Closed -$688K – 725
2022
Q4 		$688K Buy
27,820
+339
+1% +$9.28K 0.02% 362
2022
Q3 		$728K Sell
27,481
-483
-2% -$13.3K 0.03% 295
2022
Q2 		$572K Buy
+27,964
New +$742K 0.02% 330

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 $3.37T AUM 44.26% 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

Merit Financial Group's UBER Position: Q2 2026 in Review

Merit Financial Group reduced its Uber (UBER) stake by 35% in Q2 2026, selling an estimated $2.03M and leaving 50,291 shares worth $3.63M. The position accounts for 0.02% of the portfolio, ranked #522.

Merit Financial Group first reported a position in UBER in Q2 2022 and has held it in 14 quarters since. The position peaked at $6.87M in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Merit Financial Group held 50,291 shares of Uber worth $3.63M as of Q2 2026.
  • Merit Financial Group sold 27,679 Uber shares in Q2 2026, an estimated $2.03M.
  • Uber made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #522 holding.
  • Merit Financial Group first reported a position in Uber in Q2 2022 and has held it in 14 quarters since.
  • Merit Financial Group's Uber position peaked at $6.87M in Q3 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.