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Morling Financial Advisors’s Uber UBER Stock Holding History

Morling 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 		$497K Buy
6,893
+7
+0.1% +$513 0.14% 49
2026
Q1 		$495K Hold
6,886
– – 0.15% 44
2025
Q4 		$563K Hold
6,886
– – 0.18% 40
2025
Q3 		$675K Sell
6,886
-87
-1% -$8.14K 0.22% 39
2025
Q2 		$651K Sell
6,973
-1,239
-15% -$102K 0.21% 40
2025
Q1 		$598K Sell
8,212
-157
-2% -$11.3K 0.21% 40
2024
Q4 		$505K Buy
8,369
+118
+1% +$8.43K 0.18% 40
2024
Q3 		$620K Hold
8,251
– – 0.24% 34
2024
Q2 		$600K Buy
8,251
+51
+0.6% +$3.54K 0.26% 33
2024
Q1 		$631K Sell
8,200
-650
-7% -$46.7K 0.36% 32
2023
Q4 		$545K Sell
8,850
-1,400
-14% -$73.2K 0.44% 32
2023
Q3 		$471K Hold
10,250
– – 0.47% 34
2023
Q2 		$442K Hold
10,250
– – 0.43% 35
2023
Q1 		$325K Sell
10,250
-4,000
-28% -$127K 0.35% 38
2022
Q4 		$352K Sell
14,250
-1,655
-10% -$45.3K 0.45% 36
2022
Q3 		$421K Sell
15,905
-6,770
-30% -$187K 0.57% 31
2022
Q2 		$464K Buy
22,675
+16,589
+273% +$440K 0.61% 34
2022
Q1 		$217K Hold
6,086
– – 0.27% 49
2021
Q4 		$255K Buy
+6,086
New +$262K 0.24% 41

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

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

Morling Financial Advisors increased its Uber (UBER) stake by 0.1% in Q2 2026, buying an estimated $513 and bringing the position to 6,893 shares worth $497K. The position accounts for 0.14% of the portfolio, ranked #49.

Morling Financial Advisors first reported a position in UBER in Q4 2021 and has held it in 19 quarters since. The position peaked at $675K in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Morling Financial Advisors held 6,893 shares of Uber worth $497K as of Q2 2026.
  • Morling Financial Advisors bought 7 Uber shares in Q2 2026, an estimated $513.
  • Uber made up 0.14% of Morling Financial Advisors's portfolio in Q2 2026, its #49 holding.
  • Morling Financial Advisors first reported a position in Uber in Q4 2021 and has held it in 19 quarters since.
  • Morling Financial Advisors's Uber position peaked at $675K in Q3 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.