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Marathon Wealth Advisors LLC’s Uber UBER Stock Holding History

Marathon Wealth Advisors LLC’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 		$2.04M Buy
28,249
+203
+0.7% +$14.9K 0.7% 44
2026
Q1 		$2.02M Buy
28,046
+831
+3% +$64K 0.83% 42
2025
Q4 		$2.22M Buy
+27,215
New +$2.45M 0.88% 39

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

Marathon Wealth Advisors LLC's UBER Position: Q2 2026 in Review

Marathon Wealth Advisors LLC increased its Uber (UBER) stake by 0.72% in Q2 2026, buying an estimated $14.9K and bringing the position to 28,249 shares worth $2.04M. The position accounts for 0.7% of the portfolio, ranked #44.

Marathon Wealth Advisors LLC first reported a position in UBER in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.22M in Q4 2025. 2,430 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Marathon Wealth Advisors LLC held 28,249 shares of Uber worth $2.04M as of Q2 2026.
  • Marathon Wealth Advisors LLC bought 203 Uber shares in Q2 2026, an estimated $14.9K.
  • Uber made up 0.7% of Marathon Wealth Advisors LLC's portfolio in Q2 2026, its #44 holding.
  • Marathon Wealth Advisors LLC first reported a position in Uber in Q4 2025 and has held it in 3 quarters since.
  • Marathon Wealth Advisors LLC's Uber position peaked at $2.22M in Q4 2025.
  • 2,430 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Marathon Wealth Advisors LLC's 13F filing for Q2 2026, filed 11 Sep 2026.