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Symphony Financial’s Uber UBER Stock Holding History

Symphony 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 		$218K Sell
3,001
-208
-6% -$15.3K 0.02% 339
2026
Q1 		$230K Buy
3,209
+732
+30% +$56.3K 0.03% 281
2025
Q4 		$203K Sell
2,477
-465
-16% -$41.9K 0.03% 283
2025
Q3 		$290K Buy
2,942
+381
+15% +$35.6K 0.04% 221
2025
Q2 		$275K Buy
+2,561
New +$211K 0.04% 210
2025
Q1 		– Sell
-11,310
Closed -$768K – 214
2024
Q4 		$768K Buy
11,310
+1,917
+20% +$137K 0.12% 117
2024
Q3 		$700K Buy
+9,393
New +$661K 0.12% 118

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

Symphony Financial's UBER Position: Q2 2026 in Review

Symphony Financial reduced its Uber (UBER) stake by 6.5% in Q2 2026, selling an estimated $15.3K and leaving 3,001 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #339.

Symphony Financial first reported a position in UBER in Q3 2024 and has held it in 7 quarters since. The position peaked at $768K in Q4 2024. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Symphony Financial held 3,001 shares of Uber worth $218K as of Q2 2026.
  • Symphony Financial sold 208 Uber shares in Q2 2026, an estimated $15.3K.
  • Uber made up 0.02% of Symphony Financial's portfolio in Q2 2026, its #339 holding.
  • Symphony Financial first reported a position in Uber in Q3 2024 and has held it in 7 quarters since.
  • Symphony Financial's Uber position peaked at $768K in Q4 2024.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.