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Oxford Financial Group’s Uber UBER Stock Holding History

Oxford 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 		$378K Sell
5,240
-20
-0.4% -$1.47K 0.02% 181
2026
Q1 		$378K Buy
+5,260
New +$405K 0.02% 189

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

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

Oxford Financial Group reduced its Uber (UBER) stake by 0.38% in Q2 2026, selling an estimated $1.47K and leaving 5,240 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #181.

Oxford Financial Group first reported a position in UBER in Q1 2026 and has held it in 2 quarters since. The position peaked at $378K in Q1 2026. 2,423 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Oxford Financial Group held 5,240 shares of Uber worth $378K as of Q2 2026.
  • Oxford Financial Group sold 20 Uber shares in Q2 2026, an estimated $1.47K.
  • Uber made up 0.02% of Oxford Financial Group's portfolio in Q2 2026, its #181 holding.
  • Oxford Financial Group first reported a position in Uber in Q1 2026 and has held it in 2 quarters since.
  • Oxford Financial Group's Uber position peaked at $378K in Q1 2026.
  • 2,423 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.