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 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 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

Root Financial Partners's UBER Position: Q2 2026 in Review

Root Financial Partners reduced its Uber (UBER) stake by 18% in Q2 2026, selling an estimated $63.4K and leaving 3,894 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #308.

Root Financial Partners first reported a position in UBER in Q2 2025 and has held it in 5 quarters since. The position peaked at $342K in Q1 2026. 2,430 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Root Financial Partners held 3,894 shares of Uber worth $281K as of Q2 2026.
Root Financial Partners sold 864 Uber shares in Q2 2026, an estimated $63.4K.
Uber made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #308 holding.
Root Financial Partners first reported a position in Uber in Q2 2025 and has held it in 5 quarters since.
Root Financial Partners's Uber position peaked at $342K in Q1 2026.
2,430 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.