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Valmark Advisers’s Uber UBER Stock Holding History

Valmark Advisers’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 		$257K Buy
3,567
+303
+9% +$22.2K ﹤0.01% 653
2026
Q1 		$235K Sell
3,264
-556
-15% -$42.8K ﹤0.01% 632
2025
Q4 		$312K Buy
3,820
+166
+5% +$14.9K ﹤0.01% 549
2025
Q3 		$358K Sell
3,654
-29,597
-89% -$2.77M ﹤0.01% 507
2025
Q2 		$3.1M Buy
33,251
+78
+0.2% +$6.42K 0.04% 162
2025
Q1 		$2.42M Buy
33,173
+637
+2% +$45.9K 0.04% 185
2024
Q4 		$1.96M Sell
32,536
-4,739
-13% -$338K 0.03% 206
2024
Q3 		$2.8M Sell
37,275
-4,264
-10% -$300K 0.04% 150
2024
Q2 		$3.02M Buy
41,539
+1,565
+4% +$109K 0.05% 133
2024
Q1 		$3.08M Sell
39,974
-1,275
-3% -$91.5K 0.05% 130
2023
Q4 		$2.54M Buy
41,249
+8,600
+26% +$450K 0.05% 136
2023
Q3 		$1.5M Sell
32,649
-422
-1% -$19.3K 0.03% 175
2023
Q2 		$1.43M Buy
33,071
+279
+0.9% +$10.4K 0.03% 185
2023
Q1 		$1.04M Sell
32,792
-121
-0.4% -$3.84K 0.02% 215
2022
Q4 		$814K Sell
32,913
-1,086
-3% -$29.7K 0.02% 239
2022
Q3 		$901K Sell
33,999
-49
-0.1% -$1.35K 0.02% 202
2022
Q2 		$697K Buy
34,048
+452
+1% +$12K 0.01% 248
2022
Q1 		$1.2M Buy
33,596
+290
+0.9% +$10.4K 0.02% 185
2021
Q4 		$1.4M Buy
33,306
+4,522
+16% +$195K 0.02% 155
2021
Q3 		$1.29M Buy
28,784
+293
+1% +$12.8K 0.02% 156
2021
Q2 		$1.43M Sell
28,491
-7,086
-20% -$370K 0.03% 146
2021
Q1 		$1.94M Buy
35,577
+12,248
+53% +$683K 0.04% 115
2020
Q4 		$1.19M Buy
23,329
+14,670
+169% +$657K 0.02% 149
2020
Q3 		$316K Buy
8,659
+1,546
+22% +$51K 0.01% 230
2020
Q2 		$221K Buy
+7,113
New +$222K 0.01% 254

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

Valmark Advisers's UBER Position: Q2 2026 in Review

Valmark Advisers increased its Uber (UBER) stake by 9.3% in Q2 2026, buying an estimated $22.2K and bringing the position to 3,567 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Valmark Advisers first reported a position in UBER in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.1M in Q2 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Valmark Advisers held 3,567 shares of Uber worth $257K as of Q2 2026.
  • Valmark Advisers bought 303 Uber shares in Q2 2026, an estimated $22.2K.
  • Uber made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #653 holding.
  • Valmark Advisers first reported a position in Uber in Q2 2020 and has held it in 25 quarters since.
  • Valmark Advisers's Uber position peaked at $3.1M in Q2 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.