SFS
UBER icon

Sowell Financial Services’s Uber UBER Stock Holding History

Sowell Financial Services’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 		$8.71M Buy
120,770
+9,997
+9% +$733K 0.28% 72
2026
Q1 		$7.97M Buy
110,773
+37,898
+52% +$2.92M 0.29% 63
2025
Q4 		$5.95M Buy
72,875
+15,775
+28% +$1.42M 0.22% 99
2025
Q3 		$5.59M Buy
57,100
+244
+0.4% +$22.8K 0.21% 99
2025
Q2 		$5.3M Buy
56,856
+690
+1% +$56.8K 0.22% 99
2025
Q1 		$4.09M Buy
56,166
+20,040
+55% +$1.44M 0.19% 116
2024
Q4 		$2.18M Sell
36,126
-2,989
-8% -$213K 0.11% 199
2024
Q3 		$2.94M Buy
39,115
+4,974
+15% +$350K 0.14% 169
2024
Q2 		$2.48M Buy
34,141
+182
+0.5% +$12.7K 0.12% 178
2024
Q1 		$2.62M Sell
33,959
-477
-1% -$34.2K 0.12% 178
2023
Q4 		$2.12M Sell
34,436
-451
-1% -$23.6K 0.11% 196
2023
Q3 		$1.6M Sell
34,887
-86
-0.2% -$3.93K 0.1% 232
2023
Q2 		$1.51M Buy
34,973
+5,928
+20% +$220K 0.08% 267
2023
Q1 		$921K Sell
29,045
-19,977
-41% -$634K 0.07% 308
2022
Q4 		$1.21M Buy
49,022
+16,063
+49% +$440K 0.08% 289
2022
Q3 		$873K Buy
32,959
+4,627
+16% +$128K 0.09% 252
2022
Q2 		$580K Buy
+28,332
New +$752K 0.05% 212
2022
Q1 		– Sell
-12,410
Closed -$520K – 497
2021
Q4 		$520K Sell
12,410
-3,349
-21% -$144K 0.03% 431
2021
Q3 		$706K Buy
+15,759
New +$689K 0.05% 348
2021
Q2 		– Sell
-15,099
Closed -$704K – 2573
2021
Q1 		$704K Buy
15,099
+1,020
+7% +$56.9K 0.02% 524
2020
Q4 		$718K Buy
14,079
+1,402
+11% +$62.8K 0.03% 415
2020
Q3 		$462K Buy
12,677
+1,876
+17% +$61.9K 0.02% 487
2020
Q2 		$336K Buy
10,801
+4,477
+71% +$140K 0.02% 559
2020
Q1 		$177K Buy
6,324
+1,827
+41% +$60.1K 0.01% 684
2019
Q4 		$134K Buy
4,497
+320
+8% +$9.49K 0.01% 828
2019
Q3 		$127K Buy
+4,177
New +$157K 0.01% 769

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

Sowell Financial Services's UBER Position: Q2 2026 in Review

Sowell Financial Services increased its Uber (UBER) stake by 9% in Q2 2026, buying an estimated $733K and bringing the position to 120,770 shares worth $8.71M. The position accounts for 0.28% of the portfolio, ranked #72.

Sowell Financial Services first reported a position in UBER in Q3 2019 and has held it in 26 quarters since. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Sowell Financial Services held 120,770 shares of Uber worth $8.71M as of Q2 2026.
  • Sowell Financial Services bought 9,997 Uber shares in Q2 2026, an estimated $733K.
  • Uber made up 0.28% of Sowell Financial Services's portfolio in Q2 2026, its #72 holding.
  • Sowell Financial Services first reported a position in Uber in Q3 2019 and has held it in 26 quarters since.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.