SageView Advisory Group’s Uber UBER Stock Holding History

SageView 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	$375K	Buy	5,191 +657	+14%	+$48.2K	0.01%	430
2026 Q1	$326K	Sell	4,534 -1,946	-30%	-$150K	0.01%	449
2025 Q4	$529K	Sell	6,480 -640	-9%	-$57.6K	0.02%	350
2025 Q3	$698K	Buy	7,120 +1,726	+32%	+$161K	0.02%	321
2025 Q2	$489K	Buy	5,394 +344	+7%	+$28.3K	0.02%	372
2025 Q1	$368K	Sell	5,050 -1,788	-26%	-$129K	0.02%	410
2024 Q4	$412K	Sell	6,838 -5,281	-44%	-$377K	0.02%	377
2024 Q3	$911K	Buy	12,119 +578	+5%	+$40.7K	0.05%	212
2024 Q2	$839K	Buy	+11,541	New	+$802K	0.04%	249
2024 Q1	–	Sell	-26,355	Closed	-$1.76M	–	803
2023 Q4	$1.76M	Buy	26,355 +1,118	+4%	+$58.5K	0.08%	161
2023 Q3	$1.16M	Buy	25,237 +781	+3%	+$35.7K	0.07%	185
2023 Q2	$1.06M	Buy	24,456 +3,200	+15%	+$119K	0.06%	218
2023 Q1	$674K	Buy	+21,256	New	+$674K	0.04%	267

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

SageView Advisory Group's UBER Position: Q2 2026 in Review

SageView Advisory Group increased its Uber (UBER) stake by 14% in Q2 2026, buying an estimated $48.2K and bringing the position to 5,191 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #430.

SageView Advisory Group first reported a position in UBER in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.76M in Q4 2023. 2,432 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

SageView Advisory Group held 5,191 shares of Uber worth $375K as of Q2 2026.
SageView Advisory Group bought 657 Uber shares in Q2 2026, an estimated $48.2K.
Uber made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #430 holding.
SageView Advisory Group first reported a position in Uber in Q1 2023 and has held it in 13 quarters since.
SageView Advisory Group's Uber position peaked at $1.76M in Q4 2023.
2,432 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.