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United Capital Financial Advisors’s Uber UBER Stock Holding History

United Capital 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 		$13.5M Sell
186,774
-1,415
-0.8% -$104K 0.07% 205
2026
Q1 		$13.5M Sell
188,189
-4,843
-3% -$373K 0.08% 195
2025
Q4 		$15.8M Sell
193,032
-2,334
-1% -$210K 0.1% 174
2025
Q3 		$19.1M Sell
195,366
-758
-0.4% -$70.9K 0.14% 133
2025
Q2 		$18.3M Buy
196,124
+19,405
+11% +$1.6M 0.15% 124
2025
Q1 		$12.9M Buy
176,719
+118,478
+203% +$8.54M 0.11% 148
2024
Q4 		$3.51M Sell
58,241
-10,314
-15% -$736K 0.03% 318
2024
Q3 		$5.15M Buy
68,555
+3,507
+5% +$247K 0.04% 257
2024
Q2 		$4.73M Sell
65,048
-4,846
-7% -$337K 0.04% 268
2024
Q1 		$5.38M Sell
69,894
-5,277
-7% -$379K 0.04% 271
2023
Q4 		$4.63M Sell
75,171
-38,384
-34% -$2.01M 0.04% 300
2023
Q3 		$5.22M Sell
113,555
-1,330
-1% -$60.8K 0.03% 293
2023
Q2 		$4.96M Buy
114,885
+6,014
+6% +$224K 0.03% 312
2023
Q1 		$3.45M Sell
108,871
-32,959
-23% -$1.05M 0.02% 366
2022
Q4 		$3.51M Sell
141,830
-2,665
-2% -$72.9K 0.02% 383
2022
Q3 		$3.83M Buy
144,495
+3,363
+2% +$92.9K 0.02% 365
2022
Q2 		$2.89M Sell
141,132
-7,008
-5% -$186K 0.02% 421
2022
Q1 		$5.29M Sell
148,140
-11,304
-7% -$406K 0.03% 360
2021
Q4 		$6.68M Sell
159,444
-2,429
-2% -$105K 0.03% 333
2021
Q3 		$7.25M Sell
161,873
-19,418
-11% -$848K 0.04% 313
2021
Q2 		$9.09M Buy
181,291
+4,613
+3% +$241K 0.05% 288
2021
Q1 		$9.63M Buy
176,678
+26,968
+18% +$1.5M 0.05% 264
2020
Q4 		$7.63M Buy
149,710
+143,479
+2,303% +$6.43M 0.05% 288
2020
Q3 		$227K Buy
+6,231
New +$206K ﹤0.01% 1039
2019
Q3 		– Sell
-5,208
Closed -$242K – 1482
2019
Q2 		$242K Buy
+5,208
New +$221K ﹤0.01% 1299

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

United Capital Financial Advisors's UBER Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Uber (UBER) stake by 0.75% in Q2 2026, selling an estimated $104K and leaving 186,774 shares worth $13.5M. The position accounts for 0.07% of the portfolio, ranked #205.

United Capital Financial Advisors first reported a position in UBER in Q2 2019 and has held it in 25 quarters since. The position peaked at $19.1M in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • United Capital Financial Advisors held 186,774 shares of Uber worth $13.5M as of Q2 2026.
  • United Capital Financial Advisors sold 1,415 Uber shares in Q2 2026, an estimated $104K.
  • Uber made up 0.07% of United Capital Financial Advisors's portfolio in Q2 2026, its #205 holding.
  • United Capital Financial Advisors first reported a position in Uber in Q2 2019 and has held it in 25 quarters since.
  • United Capital Financial Advisors's Uber position peaked at $19.1M in Q3 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.