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SFMG Wealth Advisors’s Uber UBER Stock Holding History

SFMG Wealth Advisors’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 		$470K Buy
6,509
+83
+1% +$6.09K 0.03% 204
2026
Q1 		$462K Buy
6,426
+1,259
+24% +$96.9K 0.03% 197
2025
Q4 		$422K Sell
5,167
-389
-7% -$35K 0.03% 201
2025
Q3 		$544K Sell
5,556
-132
-2% -$12.3K 0.04% 163
2025
Q2 		$531K Buy
5,688
+16
+0.3% +$1.32K 0.04% 151
2025
Q1 		$413K Buy
5,672
+86
+2% +$6.2K 0.03% 165
2024
Q4 		$337K Sell
5,586
-594
-10% -$42.4K 0.03% 187
2024
Q3 		$465K Sell
6,180
-83
-1% -$5.84K 0.04% 147
2024
Q2 		$455K Buy
6,263
+3
+0% +$209 0.04% 153
2024
Q1 		$482K Sell
6,260
-4,224
-40% -$303K 0.04% 148
2023
Q4 		$646K Sell
10,484
-4,048
-28% -$212K 0.06% 113
2023
Q3 		$668K Sell
14,532
-1,225
-8% -$56K 0.07% 106
2023
Q2 		$680K Sell
15,757
-1,814
-10% -$67.4K 0.07% 103
2023
Q1 		$557K Buy
17,571
+557
+3% +$17.7K 0.06% 121
2022
Q4 		$421K Hold
17,014
– – 0.05% 149
2022
Q3 		$442K Sell
17,014
-97
-0.6% -$2.68K 0.05% 134
2022
Q2 		$350K Buy
17,111
+93
+0.5% +$2.47K 0.04% 163
2022
Q1 		$607K Buy
+17,018
New +$612K 0.06% 127

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

SFMG Wealth Advisors's UBER Position: Q2 2026 in Review

SFMG Wealth Advisors increased its Uber (UBER) stake by 1.3% in Q2 2026, buying an estimated $6.09K and bringing the position to 6,509 shares worth $470K. The position accounts for 0.03% of the portfolio, ranked #204.

SFMG Wealth Advisors first reported a position in UBER in Q1 2022 and has held it in 18 quarters since. The position peaked at $680K in Q2 2023. 2,420 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • SFMG Wealth Advisors held 6,509 shares of Uber worth $470K as of Q2 2026.
  • SFMG Wealth Advisors bought 83 Uber shares in Q2 2026, an estimated $6.09K.
  • Uber made up 0.03% of SFMG Wealth Advisors's portfolio in Q2 2026, its #204 holding.
  • SFMG Wealth Advisors first reported a position in Uber in Q1 2022 and has held it in 18 quarters since.
  • SFMG Wealth Advisors's Uber position peaked at $680K in Q2 2023.
  • 2,420 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.