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Phoenix Financial’s Uber UBER Stock Holding History

Phoenix Financial’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 		$11.7M Buy
162,494
+8,523
+6% +$625K 0.08% 91
2026
Q1 		$11.1M Sell
153,971
-20,317
-12% -$1.56M 0.11% 80
2025
Q4 		$14.2M Buy
174,288
+14,271
+9% +$1.29M 0.15% 68
2025
Q3 		$15.7M Buy
160,017
+51,519
+47% +$4.82M 0.19% 67
2025
Q2 		$10.1M Buy
108,498
+10,863
+11% +$894K 0.13% 87
2025
Q1 		$7.12M Buy
97,635
+30,122
+45% +$2.17M 0.11% 110
2024
Q4 		$4.07M Sell
67,513
-1,894
-3% -$135K 0.06% 151
2024
Q3 		$5.22M Sell
69,407
-826
-1% -$58.2K 0.08% 134
2024
Q2 		$5.08M Buy
70,233
+1,745
+3% +$121K 0.08% 135
2024
Q1 		$5.27M Sell
68,488
-7,121
-9% -$511K 0.07% 132
2023
Q4 		$4.69M Buy
75,609
+21,187
+39% +$1.11M 0.08% 118
2023
Q3 		$2.5M Sell
54,422
-3,447
-6% -$157K 0.05% 170
2023
Q2 		$2.5M Buy
57,869
+3,401
+6% +$126K 0.05% 139
2023
Q1 		$1.73M Buy
54,468
+5,757
+12% +$183K 0.04% 157
2022
Q4 		$1.2M Sell
48,711
-15,287
-24% -$418K 0.02% 168
2022
Q3 		$1.7M Buy
63,998
+18,494
+41% +$511K 0.04% 161
2022
Q2 		$945K Sell
45,504
-957,772
-95% -$25.4M 0.02% 229
2022
Q1 		$35.8M Sell
1,003,276
-4,280
-0.4% -$154K 0.6% 54
2021
Q4 		$42.3M Buy
1,007,556
+248,474
+33% +$10.7M 0.7% 51
2021
Q3 		$34M Buy
759,082
+315,513
+71% +$13.8M 0.59% 56
2021
Q2 		$22.2M Buy
443,569
+9,606
+2% +$502K 0.42% 83
2021
Q1 		$23.6M Buy
433,963
+16,774
+4% +$936K 0.53% 63
2020
Q4 		$21.3M Sell
417,189
-93,291
-18% -$4.18M 0.57% 71
2020
Q3 		$17.5M Buy
+510,480
New +$16.9M 0.73% 51

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 $3.38T AUM 44.17% 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

Phoenix Financial's UBER Position: Q2 2026 in Review

Phoenix Financial increased its Uber (UBER) stake by 5.5% in Q2 2026, buying an estimated $625K and bringing the position to 162,494 shares worth $11.7M. The position accounts for 0.08% of the portfolio, ranked #91.

Phoenix Financial first reported a position in UBER in Q3 2020 and has held it in 24 quarters since. The position peaked at $42.3M in Q4 2021. 2,438 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Phoenix Financial held 162,494 shares of Uber worth $11.7M as of Q2 2026.
  • Phoenix Financial bought 8,523 Uber shares in Q2 2026, an estimated $625K.
  • Uber made up 0.08% of Phoenix Financial's portfolio in Q2 2026, its #91 holding.
  • Phoenix Financial first reported a position in Uber in Q3 2020 and has held it in 24 quarters since.
  • Phoenix Financial's Uber position peaked at $42.3M in Q4 2021.
  • 2,438 funds tracked by Wall St. Rank held Uber as of Q2 2026.

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