Summit Wealth Partners’s Uber UBER Stock Holding History

Summit Wealth 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	$336K	Hold	4,655	–	–	0.05%	215
2026 Q1	$335K	Buy	+4,655	New	+$358K	0.05%	207

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

Summit Wealth Partners's UBER Position: Q2 2026 in Review

Summit Wealth Partners held its Uber (UBER) position steady in Q2 2026 at 4,655 shares worth $336K. The position accounts for 0.05% of the portfolio, ranked #215.

Summit Wealth Partners first reported a position in UBER in Q1 2026 and has held it in 2 quarters since. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Summit Wealth Partners held 4,655 shares of Uber worth $336K as of Q2 2026.
Summit Wealth Partners left its Uber share count unchanged in Q2 2026.
Uber made up 0.05% of Summit Wealth Partners's portfolio in Q2 2026, its #215 holding.
Summit Wealth Partners first reported a position in Uber in Q1 2026 and has held it in 2 quarters since.
2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.