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Northstar Financial Companies’s Uber UBER Stock Holding History

Northstar Financial Companies’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 		$214K Buy
+2,965
New +$217K 0.14% 110
2026
Q1 		– Sell
-2,518
Closed -$206K – 121
2025
Q4 		$206K Buy
2,518
+355
+16% +$32K 0.16% 114
2025
Q3 		$212K Buy
+2,163
New +$202K 0.2% 94

Other funds holding UBER

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Northstar Financial Companies's UBER Position: Q2 2026 in Review

Northstar Financial Companies opened a new position in Uber (UBER) in Q2 2026: 2,965 shares worth $214K. The stake represents 0.14% of the portfolio and ranks #110 among its holdings. This is a return to the name: Northstar Financial Companies previously reported a position in UBER as recently as Q4 2025.

Northstar Financial Companies first reported a position in UBER in Q3 2025 and has held it in 3 quarters since. 1,360 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Northstar Financial Companies held 2,965 shares of Uber worth $214K as of Q2 2026.
  • Uber was a new Northstar Financial Companies position in Q2 2026.
  • Uber made up 0.14% of Northstar Financial Companies's portfolio in Q2 2026, its #110 holding.
  • Northstar Financial Companies first reported a position in Uber in Q3 2025 and has held it in 3 quarters since.
  • 1,360 funds tracked by Wall St. Rank held Uber as of Q2 2026.

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