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Beese Fulmer Investment Management’s Uber UBER Stock Holding History

Beese Fulmer Investment Management’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 		– Sell
-5,275
Closed -$379K – 486
2026
Q1 		$379K Buy
+5,275
New +$406K 0.02% 254
2025
Q4 		– Sell
-2,779
Closed -$272K – 407
2025
Q3 		$272K Sell
2,779
-6
-0.2% -$561 0.02% 247
2025
Q2 		$260K Hold
2,785
– – 0.02% 248
2025
Q1 		$203K Buy
+2,785
New +$201K 0.02% 242
2024
Q4 		– Sell
-2,715
Closed -$204K – 236
2024
Q3 		$204K Buy
+2,715
New +$191K 0.02% 224
2024
Q2 		– Sell
-2,645
Closed -$204K – 232
2024
Q1 		$204K Buy
+2,645
New +$190K 0.02% 217
2022
Q2 		– Sell
-8,702
Closed -$310K – 235
2022
Q1 		$310K Buy
8,702
+489
+6% +$17.6K 0.03% 182
2021
Q4 		$344K Buy
8,213
+1,408
+21% +$60.7K 0.04% 182
2021
Q3 		$305K Buy
6,805
+432
+7% +$18.9K 0.03% 189
2021
Q2 		$319K Sell
6,373
-2,328
-27% -$122K 0.04% 175
2021
Q1 		$474K Buy
8,701
+1,876
+27% +$105K 0.06% 148
2020
Q4 		$348K Buy
+6,825
New +$306K 0.04% 159
2020
Q3 		– Sell
-2,606
Closed -$81K – 519
2020
Q2 		$81K Buy
+2,606
New +$81.2K 0.01% 263

Other funds holding UBER

Envestnet Asset Management
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Beese Fulmer Investment Management's UBER Position: Q2 2026 in Review

Beese Fulmer Investment Management sold out of Uber (UBER) in Q2 2026, closing a stake of 5,275 shares — an estimated $379K sold.

Beese Fulmer Investment Management first reported a position in UBER in Q2 2020 and held it in 13 quarters. The position peaked at $474K in Q1 2021. 1,027 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Beese Fulmer Investment Management reported no remaining Uber position as of Q2 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 5,275 Uber shares in Q2 2026, an estimated $379K.
  • Beese Fulmer Investment Management first reported a position in Uber in Q2 2020 and held it in 13 quarters.
  • Beese Fulmer Investment Management's Uber position peaked at $474K in Q1 2021.
  • 1,027 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.