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Safeguard Investment Advisory Group’s Uber UBER Stock Holding History

Safeguard Investment Advisory Group’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 		$328K Buy
4,547
+1,321
+41% +$96.9K 0.08% 119
2026
Q1 		$232K Buy
3,226
+501
+18% +$38.6K 0.06% 122
2025
Q4 		$223K Buy
+2,725
New +$245K 0.06% 124
2021
Q1 		– Sell
-213
Closed -$10K – 667
2020
Q4 		$10K Buy
+213
New +$9.55K 0.01% 418

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

Safeguard Investment Advisory Group's UBER Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its Uber (UBER) stake by 41% in Q2 2026, buying an estimated $96.9K and bringing the position to 4,547 shares worth $328K. The position accounts for 0.08% of the portfolio, ranked #119.

Safeguard Investment Advisory Group first reported a position in UBER in Q4 2020 and has held it in 4 quarters since. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Safeguard Investment Advisory Group held 4,547 shares of Uber worth $328K as of Q2 2026.
  • Safeguard Investment Advisory Group bought 1,321 Uber shares in Q2 2026, an estimated $96.9K.
  • Uber made up 0.08% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #119 holding.
  • Safeguard Investment Advisory Group first reported a position in Uber in Q4 2020 and has held it in 4 quarters since.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.