Rollins Financial Advisors’s Uber UBER Stock Holding History

Rollins Financial Advisors’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	$778K	Buy	10,776 +3,334	+45%	+$244K	0.1%	89
2026 Q1	$535K	Buy	7,442 +2,735	+58%	+$211K	0.08%	98
2025 Q4	$385K	Sell	4,707 -1,265	-21%	-$114K	0.06%	112
2025 Q3	$585K	Sell	5,972 -1,035	-15%	-$96.8K	0.09%	80
2025 Q2	$654K	Sell	7,007 -34	-0.5%	-$2.8K	0.1%	72
2025 Q1	$513K	Buy	7,041 +806	+13%	+$58.1K	0.09%	80
2024 Q4	$376K	Buy	6,235 +1,436	+30%	+$103K	0.06%	92
2024 Q3	$361K	Buy	4,799 +102	+2%	+$7.18K	0.06%	94
2024 Q2	$341K	Buy	4,697 +385	+9%	+$26.8K	0.06%	94
2024 Q1	$332K	Hold	4,312	–	–	0.06%	88
2023 Q4	$265K	Buy	+4,312	New	+$226K	0.06%	88

Other funds holding UBER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Oslo, Norway $1T AUM

Rollins Financial Advisors's UBER Position: Q2 2026 in Review

Rollins Financial Advisors increased its Uber (UBER) stake by 45% in Q2 2026, buying an estimated $244K and bringing the position to 10,776 shares worth $778K. The position accounts for 0.1% of the portfolio, ranked #89.

Rollins Financial Advisors first reported a position in UBER in Q4 2023 and has held it in 11 quarters since. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Rollins Financial Advisors held 10,776 shares of Uber worth $778K as of Q2 2026.
Rollins Financial Advisors bought 3,334 Uber shares in Q2 2026, an estimated $244K.
Uber made up 0.1% of Rollins Financial Advisors's portfolio in Q2 2026, its #89 holding.
Rollins Financial Advisors first reported a position in Uber in Q4 2023 and has held it in 11 quarters since.
2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.