CWM
UBER icon

Cornerstone Wealth Management’s Uber UBER Stock Holding History

Cornerstone 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 		$580K Sell
8,034
-1,301
-14% -$95.4K 0.02% 454
2026
Q1 		$671K Buy
9,335
+3,273
+54% +$252K 0.03% 383
2025
Q4 		$495K Buy
6,062
+667
+12% +$60.1K 0.03% 423
2025
Q3 		$529K Buy
5,395
+200
+4% +$18.7K 0.03% 404
2025
Q2 		$485K Buy
5,195
+772
+17% +$63.6K 0.03% 400
2025
Q1 		$322K Buy
4,423
+210
+5% +$15.1K 0.02% 457
2024
Q4 		$254K Buy
4,213
+420
+11% +$30K 0.02% 500
2024
Q3 		$285K Buy
3,793
+393
+12% +$27.7K 0.02% 466
2024
Q2 		$247K Sell
3,400
-51
-1% -$3.54K 0.02% 472
2024
Q1 		$266K Sell
3,451
-770
-18% -$55.3K 0.02% 456
2023
Q4 		$260K Sell
4,221
-450
-10% -$23.5K 0.02% 443
2023
Q3 		$215K Buy
+4,671
New +$213K 0.02% 498
2022
Q2 		– Sell
-8,363
Closed -$298K – 480
2022
Q1 		$298K Sell
8,363
-368
-4% -$13.2K 0.03% 367
2021
Q4 		$366K Buy
8,731
+1,484
+20% +$64K 0.03% 348
2021
Q3 		$325K Buy
7,247
+3,023
+72% +$132K 0.03% 343
2021
Q2 		$212K Buy
+4,224
New +$221K 0.02% 446

Other funds holding UBER

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

Cornerstone Wealth Management's UBER Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Uber (UBER) stake by 14% in Q2 2026, selling an estimated $95.4K and leaving 8,034 shares worth $580K. The position accounts for 0.02% of the portfolio, ranked #454.

Cornerstone Wealth Management first reported a position in UBER in Q2 2021 and has held it in 16 quarters since. The position peaked at $671K in Q1 2026. 682 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Cornerstone Wealth Management held 8,034 shares of Uber worth $580K as of Q2 2026.
  • Cornerstone Wealth Management sold 1,301 Uber shares in Q2 2026, an estimated $95.4K.
  • Uber made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #454 holding.
  • Cornerstone Wealth Management first reported a position in Uber in Q2 2021 and has held it in 16 quarters since.
  • Cornerstone Wealth Management's Uber position peaked at $671K in Q1 2026.
  • 682 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.