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Unify Financial Advisors’s Uber UBER Stock Holding History

Unify Financial Advisors’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 		$702K Buy
9,729
+897
+10% +$65.8K 0.65% 43
2026
Q1 		$635K Buy
8,832
+835
+10% +$64.3K 0.66% 44
2025
Q4 		$653K Buy
+7,997
New +$720K 0.68% 39

Other funds holding UBER

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Unify Financial Advisors's UBER Position: Q2 2026 in Review

Unify Financial Advisors increased its Uber (UBER) stake by 10% in Q2 2026, buying an estimated $65.8K and bringing the position to 9,729 shares worth $702K. The position accounts for 0.65% of the portfolio, ranked #43.

Unify Financial Advisors first reported a position in UBER in Q4 2025 and has held it in 3 quarters since. 568 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Unify Financial Advisors held 9,729 shares of Uber worth $702K as of Q2 2026.
  • Unify Financial Advisors bought 897 Uber shares in Q2 2026, an estimated $65.8K.
  • Uber made up 0.65% of Unify Financial Advisors's portfolio in Q2 2026, its #43 holding.
  • Unify Financial Advisors first reported a position in Uber in Q4 2025 and has held it in 3 quarters since.
  • 568 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.