Root Financial Partners
UBER icon

Root Financial Partners’s Uber UBER Stock Holding History

Root Financial Partners’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
Q3 		$362K Buy
5,278
+1,384
+36% +$101K 0.01% 281
2026
Q2 		$281K Sell
3,894
-864
-18% -$63.4K 0.01% 308
2026
Q1 		$342K Buy
4,758
+1,319
+38% +$102K 0.02% 227
2025
Q4 		$281K Buy
3,439
+498
+17% +$44.8K 0.01% 238
2025
Q3 		$288K Buy
2,941
+33
+1% +$3.09K 0.02% 216
2025
Q2 		$271K Buy
+2,908
New +$239K 0.03% 196

Other funds holding UBER

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Root Financial Partners's UBER Position: Q3 2026 in Review

Root Financial Partners increased its Uber (UBER) stake by 36% in Q3 2026, buying an estimated $101K and bringing the position to 5,278 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #281.

Root Financial Partners first reported a position in UBER in Q2 2025 and has held it in 6 quarters since. 2,011 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • Root Financial Partners held 5,278 shares of Uber worth $362K as of Q3 2026.
  • Root Financial Partners bought 1,384 Uber shares in Q3 2026, an estimated $101K.
  • Uber made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #281 holding.
  • Root Financial Partners first reported a position in Uber in Q2 2025 and has held it in 6 quarters since.
  • 2,011 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.