Barrett & Company’s Uber UBER Stock Holding History

Barrett & Company’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	$23.1K	Buy	320 +10	+3%	+$733	0.01%	411
2026 Q1	$22.3K	Hold	310	–	–	0.01%	389
2025 Q4	$25.3K	Hold	310	–	–	0.01%	381
2025 Q3	$30.4K	Hold	310	–	–	0.01%	351
2025 Q2	$28.9K	Sell	310 -10	-3%	-$823	0.01%	370
2025 Q1	$23.3K	Sell	320 -15	-4%	-$1.08K	0.01%	356
2024 Q4	$20.2K	Sell	335 -15	-4%	-$1.07K	0.01%	368
2024 Q3	$26.3K	Sell	350 -25	-7%	-$1.76K	0.01%	335
2024 Q2	$27.3K	Hold	375	–	–	0.01%	343
2024 Q1	$28.9K	Hold	375	–	–	0.01%	334
2023 Q4	$23.1K	Hold	375	–	–	0.01%	335
2023 Q3	$17.2K	Hold	375	–	–	0.01%	356
2023 Q2	$16.2K	Hold	375	–	–	0.01%	376
2023 Q1	$11.9K	Hold	375	–	–	0.01%	370
2022 Q4	$9.27K	Hold	375	–	–	0.01%	388
2022 Q3	$9.27K	Buy	+375	New	+$10.4K	0.01%	388

Other funds holding UBER

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Barrett & Company's UBER Position: Q2 2026 in Review

Barrett & Company increased its Uber (UBER) stake by 3.2% in Q2 2026, buying an estimated $733 and bringing the position to 320 shares worth $23.1K. The position accounts for 0.01% of the portfolio, ranked #411.

Barrett & Company first reported a position in UBER in Q3 2022 and has held it in 16 quarters since. The position peaked at $30.4K in Q3 2025. 1,039 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Barrett & Company held 320 shares of Uber worth $23.1K as of Q2 2026.
Barrett & Company bought 10 Uber shares in Q2 2026, an estimated $733.
Uber made up 0.01% of Barrett & Company's portfolio in Q2 2026, its #411 holding.
Barrett & Company first reported a position in Uber in Q3 2022 and has held it in 16 quarters since.
Barrett & Company's Uber position peaked at $30.4K in Q3 2025.
1,039 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.