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Second Half Financial Partners’s Uber UBER Stock Holding History

Second Half 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 		– Sell
-2,840
Closed -$204K – 118
2026
Q1 		$204K Sell
2,840
-491
-15% -$37.8K 0.09% 93
2025
Q4 		$272K Buy
3,331
+297
+10% +$26.7K 0.12% 75
2025
Q3 		$297K Buy
3,034
+4
+0.1% +$374 0.13% 68
2025
Q2 		$283K Sell
3,030
-729
-19% -$60K 0.13% 70
2025
Q1 		$274K Buy
+3,759
New +$271K 0.14% 68

Other funds holding UBER

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Second Half Financial Partners's UBER Position: Q2 2026 in Review

Second Half Financial Partners sold out of Uber (UBER) in Q2 2026, closing a stake of 2,840 shares — an estimated $204K sold.

Second Half Financial Partners first reported a position in UBER in Q1 2025 and held it in 5 quarters. The position peaked at $297K in Q3 2025. 350 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Second Half Financial Partners reported no remaining Uber position as of Q2 2026 after selling out during the quarter.
  • Second Half Financial Partners sold 2,840 Uber shares in Q2 2026, an estimated $204K.
  • Second Half Financial Partners first reported a position in Uber in Q1 2025 and held it in 5 quarters.
  • Second Half Financial Partners's Uber position peaked at $297K in Q3 2025.
  • 350 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.