Shepherd Financial Partners’s Uber UBER Stock Holding History

Shepherd 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	$219K	Sell	3,037 -547	-15%	-$40.1K	0.02%	242
2026 Q1	$258K	Sell	3,584 -3,327	-48%	-$256K	0.02%	215
2025 Q4	$565K	Buy	6,911 +412	+6%	+$37.1K	0.05%	151
2025 Q3	$637K	Sell	6,499 -19	-0.3%	-$1.78K	0.06%	143
2025 Q2	$608K	Sell	6,518 -3	-0%	-$247	0.06%	136
2025 Q1	$475K	Buy	+6,521	New	+$470K	0.06%	157
2022 Q1	–	Sell	-4,970	Closed	-$207K	–	171
2021 Q4	$207K	Sell	4,970 -10,617	-68%	-$458K	0.04%	150
2021 Q3	$700K	Buy	+15,587	New	+$681K	0.14%	98

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

Shepherd Financial Partners's UBER Position: Q2 2026 in Review

Shepherd Financial Partners reduced its Uber (UBER) stake by 15% in Q2 2026, selling an estimated $40.1K and leaving 3,037 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #242.

Shepherd Financial Partners first reported a position in UBER in Q3 2021 and has held it in 8 quarters since. The position peaked at $700K in Q3 2021. 2,429 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Shepherd Financial Partners held 3,037 shares of Uber worth $219K as of Q2 2026.
Shepherd Financial Partners sold 547 Uber shares in Q2 2026, an estimated $40.1K.
Uber made up 0.02% of Shepherd Financial Partners's portfolio in Q2 2026, its #242 holding.
Shepherd Financial Partners first reported a position in Uber in Q3 2021 and has held it in 8 quarters since.
Shepherd Financial Partners's Uber position peaked at $700K in Q3 2021.
2,429 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.