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Perryman Financial Advisory’s Uber UBER Stock Holding History

Perryman Financial Advisory’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 		$642K Sell
8,894
-134
-1% -$9.83K 0.09% 122
2026
Q1 		$649K Buy
9,028
+526
+6% +$40.5K 0.1% 116
2025
Q4 		$695K Buy
+8,502
New +$766K 0.1% 109

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

Perryman Financial Advisory's UBER Position: Q2 2026 in Review

Perryman Financial Advisory reduced its Uber (UBER) stake by 1.5% in Q2 2026, selling an estimated $9.83K and leaving 8,894 shares worth $642K. The position accounts for 0.09% of the portfolio, ranked #122.

Perryman Financial Advisory first reported a position in UBER in Q4 2025 and has held it in 3 quarters since. The position peaked at $695K in Q4 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Perryman Financial Advisory held 8,894 shares of Uber worth $642K as of Q2 2026.
  • Perryman Financial Advisory sold 134 Uber shares in Q2 2026, an estimated $9.83K.
  • Uber made up 0.09% of Perryman Financial Advisory's portfolio in Q2 2026, its #122 holding.
  • Perryman Financial Advisory first reported a position in Uber in Q4 2025 and has held it in 3 quarters since.
  • Perryman Financial Advisory's Uber position peaked at $695K in Q4 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.