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Charter Capital Management’s Uber UBER Stock Holding History

Charter Capital 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 		$957K Sell
13,263
-1,318
-9% -$96.6K 0.42% 23
2026
Q1 		$1.05M Sell
14,581
-1,582
-10% -$122K 0.53% 20
2025
Q4 		$1.32M Hold
16,163
– – 0.68% 16
2025
Q3 		$1.58M Hold
16,163
– – 0.85% 13
2025
Q2 		$1.51M Buy
+16,163
New +$1.33M 0.89% 13

Other funds holding UBER

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Charter Capital Management's UBER Position: Q2 2026 in Review

Charter Capital Management reduced its Uber (UBER) stake by 9% in Q2 2026, selling an estimated $96.6K and leaving 13,263 shares worth $957K. The position accounts for 0.42% of the portfolio, ranked #23.

Charter Capital Management first reported a position in UBER in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.58M in Q3 2025. 1,138 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Charter Capital Management held 13,263 shares of Uber worth $957K as of Q2 2026.
  • Charter Capital Management sold 1,318 Uber shares in Q2 2026, an estimated $96.6K.
  • Uber made up 0.42% of Charter Capital Management's portfolio in Q2 2026, its #23 holding.
  • Charter Capital Management first reported a position in Uber in Q2 2025 and has held it in 5 quarters since.
  • Charter Capital Management's Uber position peaked at $1.58M in Q3 2025.
  • 1,138 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Charter Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.