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Carlton Hofferkamp & Jenks Wealth Management’s Uber UBER Stock Holding History

Carlton Hofferkamp & Jenks Wealth 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 		$289K Buy
4,112
+100
+2% +$7.33K 0.09% 120
2026
Q1 		$306K Buy
4,012
+98
+3% +$7.54K 0.1% 113
2025
Q4 		$320K Buy
3,914
+98
+3% +$8.82K 0.11% 108
2025
Q3 		$368K Sell
3,816
-500
-12% -$46.8K 0.12% 104
2025
Q2 		$378K Sell
4,316
-65
-1% -$5.35K 0.14% 101
2025
Q1 		$320K Hold
4,381
– – 0.13% 104
2024
Q4 		$282K Buy
4,381
+150
+4% +$10.7K 0.1% 121
2024
Q3 		$310K Hold
4,231
– – 0.12% 114
2024
Q2 		$267K Buy
4,231
+300
+8% +$20.9K 0.1% 120
2024
Q1 		$272K Sell
3,931
-425
-10% -$30.5K 0.11% 112
2023
Q4 		$278K Buy
+4,356
New +$228K 0.12% 113
2023
Q3 		– Sell
-4,456
Closed -$201K – 134
2023
Q2 		$201K Buy
+4,456
New +$166K 0.09% 130
2022
Q2 		– Sell
-7,360
Closed -$236K – 139
2022
Q1 		$236K Buy
7,360
+33
+0.5% +$1.19K 0.1% 131
2021
Q4 		$255K Buy
7,327
+500
+7% +$21.6K 0.11% 124
2021
Q3 		$313K Buy
6,827
+325
+5% +$14.2K 0.13% 115
2021
Q2 		$300K Buy
+6,502
New +$340K 0.13% 114

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
CS
CapitalatWork SA Auderghem $3.99B AUM
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's UBER Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management increased its Uber (UBER) stake by 2.5% in Q2 2026, buying an estimated $7.33K and bringing the position to 4,112 shares worth $289K. The position accounts for 0.09% of the portfolio, ranked #120.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in UBER in Q2 2021 and has held it in 16 quarters since. The position peaked at $378K in Q2 2025. 940 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Carlton Hofferkamp & Jenks Wealth Management held 4,112 shares of Uber worth $289K as of Q2 2026.
  • Carlton Hofferkamp & Jenks Wealth Management bought 100 Uber shares in Q2 2026, an estimated $7.33K.
  • Uber made up 0.09% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in Uber in Q2 2021 and has held it in 16 quarters since.
  • Carlton Hofferkamp & Jenks Wealth Management's Uber position peaked at $378K in Q2 2025.
  • 940 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.