Sunrise Financial Services’s Uber UBER Stock Holding History

Sunrise 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	–	Sell	-10	Closed	-$719	–	646
2026 Q1	$719	Buy	+10	New	+$770	﹤0.01%	531

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

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

Sunrise Financial Services sold out of Uber (UBER) in Q2 2026, closing a stake of 10 shares — an estimated $719 sold.

Sunrise Financial Services first reported a position in UBER in Q1 2026 and held it in 1 quarter. The position peaked at $719 in Q1 2026. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Sunrise Financial Services reported no remaining Uber position as of Q2 2026 after selling out during the quarter.
Sunrise Financial Services sold 10 Uber shares in Q2 2026, an estimated $719.
Sunrise Financial Services first reported a position in Uber in Q1 2026 and held it in 1 quarter.
Sunrise Financial Services's Uber position peaked at $719 in Q1 2026.
2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

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