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Souders Financial Advisors’s Uber UBER Stock Holding History

Souders Financial 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 		$1.35M Buy
18,776
+2,246
+14% +$165K 0.14% 82
2026
Q1 		$1.19M Buy
16,530
+2,560
+18% +$197K 0.14% 84
2025
Q4 		$1.14M Sell
13,970
-348
-2% -$31.3K 0.13% 83
2025
Q3 		$1.4M Buy
14,318
+1,996
+16% +$187K 0.17% 73
2025
Q2 		$1.15M Sell
12,322
-291
-2% -$24K 0.15% 77
2025
Q1 		$919K Sell
12,613
-1,839
-13% -$132K 0.13% 96
2024
Q4 		$872K Sell
14,452
-2,775
-16% -$198K 0.12% 106
2024
Q3 		$1.29M Buy
17,227
+197
+1% +$13.9K 0.18% 86
2024
Q2 		$1.24M Buy
17,030
+6,396
+60% +$445K 0.19% 82
2024
Q1 		$819K Buy
10,634
+2,888
+37% +$207K 0.13% 105
2023
Q4 		$477K Buy
7,746
+431
+6% +$22.5K 0.08% 120
2023
Q3 		$336K Buy
+7,315
New +$334K 0.06% 135

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 $3.38T AUM 44.17% 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

Souders Financial Advisors's UBER Position: Q2 2026 in Review

Souders Financial Advisors increased its Uber (UBER) stake by 14% in Q2 2026, buying an estimated $165K and bringing the position to 18,776 shares worth $1.35M. The position accounts for 0.14% of the portfolio, ranked #82.

Souders Financial Advisors first reported a position in UBER in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.4M in Q3 2025. 2,438 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Souders Financial Advisors held 18,776 shares of Uber worth $1.35M as of Q2 2026.
  • Souders Financial Advisors bought 2,246 Uber shares in Q2 2026, an estimated $165K.
  • Uber made up 0.14% of Souders Financial Advisors's portfolio in Q2 2026, its #82 holding.
  • Souders Financial Advisors first reported a position in Uber in Q3 2023 and has held it in 12 quarters since.
  • Souders Financial Advisors's Uber position peaked at $1.4M in Q3 2025.
  • 2,438 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.