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North Point Portfolio Managers’s Uber UBER Stock Holding History

North Point Portfolio Managers’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 		$13.5M Sell
186,923
-4,007
-2% -$294K 2.23% 21
2026
Q1 		$13.7M Buy
190,930
+27,051
+17% +$2.08M 2.45% 18
2025
Q4 		$13.4M Buy
163,879
+904
+0.6% +$81.4K 2.27% 20
2025
Q3 		$16M Sell
162,975
-2,012
-1% -$188K 2.64% 16
2025
Q2 		$15.4M Sell
164,987
-2,457
-1% -$202K 2.64% 15
2025
Q1 		$12.2M Buy
+167,444
New +$12.1M 2.14% 23

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

North Point Portfolio Managers's UBER Position: Q2 2026 in Review

North Point Portfolio Managers reduced its Uber (UBER) stake by 2.1% in Q2 2026, selling an estimated $294K and leaving 186,923 shares worth $13.5M. The position accounts for 2.23% of the portfolio, ranked #21.

North Point Portfolio Managers first reported a position in UBER in Q1 2025 and has held it in 6 quarters since. The position peaked at $16M in Q3 2025. 2,425 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • North Point Portfolio Managers held 186,923 shares of Uber worth $13.5M as of Q2 2026.
  • North Point Portfolio Managers sold 4,007 Uber shares in Q2 2026, an estimated $294K.
  • Uber made up 2.23% of North Point Portfolio Managers's portfolio in Q2 2026, its #21 holding.
  • North Point Portfolio Managers first reported a position in Uber in Q1 2025 and has held it in 6 quarters since.
  • North Point Portfolio Managers's Uber position peaked at $16M in Q3 2025.
  • 2,425 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on North Point Portfolio Managers's 13F filing for Q2 2026, filed 31 Jul 2026.