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Castleview Partners’s Uber UBER Stock Holding History

Castleview Partners’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
-2,970
Closed -$214K – 247
2026
Q1 		$214K Sell
2,970
-328
-10% -$25.2K 0.11% 182
2025
Q4 		$269K Sell
3,298
-95
-3% -$8.55K 0.13% 153
2025
Q3 		$332K Buy
+3,393
New +$317K 0.18% 119
2025
Q1 		– Sell
-2,078
Closed -$131K – 534
2024
Q4 		$131K Buy
2,078
+299
+17% +$21.4K 0.07% 230
2024
Q3 		$134K Buy
1,779
+1,115
+168% +$78.5K 0.08% 206
2024
Q2 		$48.3K Sell
664
-48
-7% -$3.34K 0.03% 336
2024
Q1 		$54.8K Hold
712
– – 0.03% 341
2023
Q4 		$43.8K Sell
712
-819
-53% -$42.8K 0.03% 326
2023
Q3 		$70.4K Buy
1,531
+836
+120% +$38.2K 0.07% 212
2023
Q2 		$30K Buy
695
+200
+40% +$7.43K 0.03% 321
2023
Q1 		$15.7K Hold
495
– – 0.01% 371
2022
Q4 		$12.2K Hold
495
– – 0.01% 342
2022
Q3 		$13K Buy
495
+457
+1,203% +$12.6K 0.01% 357
2022
Q2 		$14.6K Sell
38
-442
-92% -$11.7K 0.01% 421
2022
Q1 		$17K Sell
480
-81,199
-99% -$2.92M 0.01% 452
2021
Q4 		$1.95K Buy
+81,679
New +$3.52M 0.02% 288
2021
Q2 		$174K Buy
+3,470
New +$181K 0.08% 225

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

Castleview Partners's UBER Position: Q2 2026 in Review

Castleview Partners sold out of Uber (UBER) in Q2 2026, closing a stake of 2,970 shares — an estimated $214K sold.

Castleview Partners first reported a position in UBER in Q2 2021 and held it in 17 quarters. The position peaked at $332K in Q3 2025. 408 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Castleview Partners reported no remaining Uber position as of Q2 2026 after selling out during the quarter.
  • Castleview Partners sold 2,970 Uber shares in Q2 2026, an estimated $214K.
  • Castleview Partners first reported a position in Uber in Q2 2021 and held it in 17 quarters.
  • Castleview Partners's Uber position peaked at $332K in Q3 2025.
  • 408 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.