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Summit Financial’s Uber UBER Stock Holding History

Summit Financial’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 		$7.53M Buy
104,348
+15,035
+17% +$1.1M 0.08% 250
2026
Q1 		$6.42M Buy
89,313
+25,906
+41% +$1.99M 0.08% 257
2025
Q4 		$5.18M Buy
63,407
+10,450
+20% +$941K 0.08% 252
2025
Q3 		$5.19M Buy
52,957
+10,843
+26% +$1.01M 0.08% 249
2025
Q2 		$3.93M Buy
42,114
+6,321
+18% +$520K 0.09% 192
2025
Q1 		$2.61M Buy
35,793
+13,022
+57% +$938K 0.07% 225
2024
Q4 		$1.37M Buy
22,771
+2,075
+10% +$148K 0.05% 262
2024
Q3 		$1.56M Buy
20,696
+1,663
+9% +$117K 0.06% 200
2024
Q2 		$1.38M Buy
19,033
+3,984
+26% +$277K 0.06% 186
2024
Q1 		$1.16M Sell
15,049
-29,847
-66% -$2.14M 0.07% 171
2023
Q4 		$2.76M Buy
44,896
+26,953
+150% +$1.41M 0.18% 75
2023
Q3 		$825K Sell
17,943
-2,370
-12% -$108K 0.06% 179
2023
Q2 		$877K Sell
20,313
-2,921
-13% -$109K 0.06% 167
2023
Q1 		$737K Buy
23,234
+3,979
+21% +$126K 0.06% 143
2022
Q4 		$476K Sell
19,255
-3,867
-17% -$106K 0.04% 173
2022
Q3 		$613K Sell
23,122
-5,474
-19% -$151K 0.06% 150
2022
Q2 		$585K Sell
28,596
-2,487
-8% -$66K 0.05% 146
2022
Q1 		$1.11M Buy
31,083
+527
+2% +$18.9K 0.09% 108
2021
Q4 		$1.28M Sell
30,556
-6,414
-17% -$277K 0.1% 90
2021
Q3 		$1.66M Buy
36,970
+29,818
+417% +$1.3M 0.14% 55
2021
Q2 		$358K Buy
+7,152
New +$374K 0.04% 115

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

Summit Financial's UBER Position: Q2 2026 in Review

Summit Financial increased its Uber (UBER) stake by 17% in Q2 2026, buying an estimated $1.1M and bringing the position to 104,348 shares worth $7.53M. The position accounts for 0.08% of the portfolio, ranked #250.

Summit Financial first reported a position in UBER in Q2 2021 and has held it in 21 quarters since. 2,432 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Summit Financial held 104,348 shares of Uber worth $7.53M as of Q2 2026.
  • Summit Financial bought 15,035 Uber shares in Q2 2026, an estimated $1.1M.
  • Uber made up 0.08% of Summit Financial's portfolio in Q2 2026, its #250 holding.
  • Summit Financial first reported a position in Uber in Q2 2021 and has held it in 21 quarters since.
  • 2,432 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.