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RFG Advisory’s Uber UBER Stock Holding History

RFG 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 		$806K Buy
11,174
+1,290
+13% +$94.6K 0.01% 649
2026
Q1 		$711K Sell
9,884
-6,013
-38% -$463K 0.01% 640
2025
Q4 		$1.3M Sell
15,897
-2,297
-13% -$207K 0.02% 452
2025
Q3 		$1.78M Sell
18,194
-2,520
-12% -$236K 0.04% 351
2025
Q2 		$1.93M Buy
20,714
+5,662
+38% +$466K 0.05% 309
2025
Q1 		$1.1M Sell
15,052
-6,852
-31% -$494K 0.03% 383
2024
Q4 		$1.32M Buy
21,904
+2,748
+14% +$196K 0.04% 324
2024
Q3 		$1.44M Buy
19,156
+8,237
+75% +$580K 0.04% 305
2024
Q2 		$794K Sell
10,919
-1,556
-12% -$108K 0.03% 391
2024
Q1 		$960K Buy
12,475
+888
+8% +$63.7K 0.03% 365
2023
Q4 		$713K Buy
11,587
+3,051
+36% +$160K 0.03% 375
2023
Q3 		$393K Buy
+8,536
New +$390K 0.02% 450

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

RFG Advisory's UBER Position: Q2 2026 in Review

RFG Advisory increased its Uber (UBER) stake by 13% in Q2 2026, buying an estimated $94.6K and bringing the position to 11,174 shares worth $806K. The position accounts for 0.01% of the portfolio, ranked #649.

RFG Advisory first reported a position in UBER in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.93M in Q2 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • RFG Advisory held 11,174 shares of Uber worth $806K as of Q2 2026.
  • RFG Advisory bought 1,290 Uber shares in Q2 2026, an estimated $94.6K.
  • Uber made up 0.01% of RFG Advisory's portfolio in Q2 2026, its #649 holding.
  • RFG Advisory first reported a position in Uber in Q3 2023 and has held it in 12 quarters since.
  • RFG Advisory's Uber position peaked at $1.93M in Q2 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.