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Capital Advisors Inc’s Uber UBER Stock Holding History

Capital Advisors Inc’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
2021
Q2 		– Sell
-9,500
Closed -$148K – 251
2021
Q1 		$148K Sell
9,500
-19,500
-67% -$1.09M ﹤0.01% 223
2020
Q4 		$181K Buy
+29,000
New +$1.3M 0.01% 202

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

Capital Advisors Inc's UBER Position: Q2 2026 in Review

Capital Advisors Inc increased its Uber (UBER) stake by 43% in Q2 2026, buying an estimated $12.3M and bringing the position to 559,087 shares worth $40.3M. The position accounts for 0.59% of the portfolio, ranked #64.

Capital Advisors Inc first reported a position in UBER in Q4 2020 and has held it in 20 quarters since. 1,014 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Capital Advisors Inc held 559,087 shares of Uber worth $40.3M as of Q2 2026.
  • Capital Advisors Inc bought 167,264 Uber shares in Q2 2026, an estimated $12.3M.
  • Uber made up 0.59% of Capital Advisors Inc's portfolio in Q2 2026, its #64 holding.
  • Capital Advisors Inc first reported a position in Uber in Q4 2020 and has held it in 20 quarters since.
  • 1,014 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.