Synergy Financial Group’s Uber UBER Stock Holding History

Synergy Financial Group’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	$481K	Sell	6,671 -203	-3%	-$14.9K	0.35%	58
2026 Q1	$494K	Buy	6,874 +100	+1%	+$7.7K	0.37%	58
2025 Q4	$554K	Sell	6,774 -694	-9%	-$62.5K	0.39%	51
2025 Q3	$732K	Hold	7,468	–	–	0.49%	40
2025 Q2	$697K	Sell	7,468 -130	-2%	-$10.7K	0.51%	40
2025 Q1	$554K	Buy	7,598 +25	+0.3%	+$1.8K	0.5%	45
2024 Q4	$457K	Sell	7,573 -47	-0.6%	-$3.36K	0.38%	51
2024 Q3	$573K	Sell	7,620 -126	-2%	-$8.87K	0.54%	37
2024 Q2	$563K	Buy	7,746 +25	+0.3%	+$1.74K	0.59%	38
2024 Q1	$594K	Sell	7,721 -42	-0.5%	-$3.02K	0.67%	37
2023 Q4	$478K	Buy	7,763 +72	+0.9%	+$3.77K	0.59%	41
2023 Q3	$354K	Buy	7,691 +196	+3%	+$8.95K	0.49%	47
2023 Q2	$324K	Hold	7,495	–	–	0.44%	53
2023 Q1	$238K	Buy	+7,495	New	+$238K	0.39%	67
2022 Q4	–	Sell	-8,188	Closed	-$217K	–	87
2022 Q3	$217K	Buy	+8,188	New	+$226K	0.33%	82
2022 Q2	–	Sell	-9,105	Closed	-$325K	–	94
2022 Q1	$325K	Hold	9,105	–	–	0.34%	69
2021 Q4	$382K	Buy	+9,105	New	+$393K	0.34%	69

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

Synergy Financial Group's UBER Position: Q2 2026 in Review

Synergy Financial Group reduced its Uber (UBER) stake by 3% in Q2 2026, selling an estimated $14.9K and leaving 6,671 shares worth $481K. The position accounts for 0.35% of the portfolio, ranked #58.

Synergy Financial Group first reported a position in UBER in Q4 2021 and has held it in 17 quarters since. The position peaked at $732K in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Synergy Financial Group held 6,671 shares of Uber worth $481K as of Q2 2026.
Synergy Financial Group sold 203 Uber shares in Q2 2026, an estimated $14.9K.
Uber made up 0.35% of Synergy Financial Group's portfolio in Q2 2026, its #58 holding.
Synergy Financial Group first reported a position in Uber in Q4 2021 and has held it in 17 quarters since.
Synergy Financial Group's Uber position peaked at $732K in Q3 2025.
2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.