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Whelan Financial’s Uber UBER Stock Holding History

Whelan 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 		$1.14M Buy
15,785
+1,048
+7% +$76.8K 0.31% 37
2026
Q1 		$1.06M Buy
14,737
+1,848
+14% +$142K 0.33% 34
2025
Q4 		$1.05M Buy
12,889
+973
+8% +$87.6K 0.33% 35
2025
Q3 		$1.17M Buy
11,916
+4,481
+60% +$419K 0.37% 32
2025
Q2 		$694K Buy
7,435
+2,100
+39% +$173K 0.25% 35
2025
Q1 		$389K Buy
+5,335
New +$384K 0.15% 42

Other funds holding UBER

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM

Whelan Financial's UBER Position: Q2 2026 in Review

Whelan Financial increased its Uber (UBER) stake by 7.1% in Q2 2026, buying an estimated $76.8K and bringing the position to 15,785 shares worth $1.14M. The position accounts for 0.31% of the portfolio, ranked #37.

Whelan Financial first reported a position in UBER in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.17M in Q3 2025. 1,014 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Whelan Financial held 15,785 shares of Uber worth $1.14M as of Q2 2026.
  • Whelan Financial bought 1,048 Uber shares in Q2 2026, an estimated $76.8K.
  • Uber made up 0.31% of Whelan Financial's portfolio in Q2 2026, its #37 holding.
  • Whelan Financial first reported a position in Uber in Q1 2025 and has held it in 6 quarters since.
  • Whelan Financial's Uber position peaked at $1.17M in Q3 2025.
  • 1,014 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.