CSIC
UBER icon

Clifford Swan Investment Counsel’s Uber UBER Stock Holding History

Clifford Swan Investment Counsel’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 		$207K Sell
2,862
-6
-0.2% -$440 0.01% 332
2026
Q1 		$206K Hold
2,868
– – 0.01% 324
2025
Q4 		$234K Sell
2,868
-50
-2% -$4.5K 0.01% 304
2025
Q3 		$286K Buy
2,918
+46
+2% +$4.3K 0.01% 277
2025
Q2 		$268K Buy
2,872
+4
+0.1% +$329 0.01% 276
2025
Q1 		$209K Buy
+2,868
New +$207K 0.01% 302

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Clifford Swan Investment Counsel's UBER Position: Q2 2026 in Review

Clifford Swan Investment Counsel reduced its Uber (UBER) stake by 0.21% in Q2 2026, selling an estimated $440 and leaving 2,862 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #332.

Clifford Swan Investment Counsel first reported a position in UBER in Q1 2025 and has held it in 6 quarters since. The position peaked at $286K in Q3 2025. 2,420 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Clifford Swan Investment Counsel held 2,862 shares of Uber worth $207K as of Q2 2026.
  • Clifford Swan Investment Counsel sold 6 Uber shares in Q2 2026, an estimated $440.
  • Uber made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #332 holding.
  • Clifford Swan Investment Counsel first reported a position in Uber in Q1 2025 and has held it in 6 quarters since.
  • Clifford Swan Investment Counsel's Uber position peaked at $286K in Q3 2025.
  • 2,420 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.