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Canvas Wealth Advisors’s Uber UBER Stock Holding History

Canvas Wealth 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 		$17.3M Buy
239,173
+39,082
+20% +$2.87M 2.41% 11
2026
Q1 		$14.4M Buy
200,091
+10,243
+5% +$788K 2.45% 12
2025
Q4 		$15.5M Buy
189,848
+4,247
+2% +$382K 2.63% 12
2025
Q3 		$17.9M Buy
185,601
+2,649
+1% +$248K 3.26% 10
2025
Q2 		$16.6M Sell
182,952
-9,862
-5% -$812K 3.27% 11
2025
Q1 		$14.4M Buy
192,814
+19,550
+11% +$1.41M 3.69% 6
2024
Q4 		$10.5M Buy
173,264
+21,043
+14% +$1.5M 2.62% 14
2024
Q3 		$11.4M Sell
152,221
-383
-0.3% -$27K 3.16% 9
2024
Q2 		$9.63M Sell
152,604
-3,040
-2% -$211K 2.98% 10
2024
Q1 		$11.2M Sell
155,644
-3,571
-2% -$256K 3.76% 9
2023
Q4 		$10.1M Sell
159,215
-17,113
-10% -$895K 3.66% 8
2023
Q3 		$7.58M Sell
176,328
-1,446
-0.8% -$66.1K 3.11% 10
2023
Q2 		$8.41M Sell
177,774
-5,368
-3% -$200K 3.12% 11
2023
Q1 		$5.44M Sell
183,142
-33,332
-15% -$1.06M 2.29% 13
2022
Q4 		$6.27M Sell
216,474
-6,553
-3% -$179K 2.62% 11
2022
Q3 		$6.29M Buy
223,027
+11,688
+6% +$323K 2.68% 10
2022
Q2 		$4.32M Buy
211,339
+29,932
+16% +$795K 1.74% 11
2022
Q1 		$5.35M Buy
+181,407
New +$6.52M 1.95% 10

Other funds holding UBER

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Canvas Wealth Advisors's UBER Position: Q2 2026 in Review

Canvas Wealth Advisors increased its Uber (UBER) stake by 20% in Q2 2026, buying an estimated $2.87M and bringing the position to 239,173 shares worth $17.3M. The position accounts for 2.41% of the portfolio, ranked #11.

Canvas Wealth Advisors first reported a position in UBER in Q1 2022 and has held it in 18 quarters since. The position peaked at $17.9M in Q3 2025. 350 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Canvas Wealth Advisors held 239,173 shares of Uber worth $17.3M as of Q2 2026.
  • Canvas Wealth Advisors bought 39,082 Uber shares in Q2 2026, an estimated $2.87M.
  • Uber made up 2.41% of Canvas Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Canvas Wealth Advisors first reported a position in Uber in Q1 2022 and has held it in 18 quarters since.
  • Canvas Wealth Advisors's Uber position peaked at $17.9M in Q3 2025.
  • 350 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.