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Crestwood Advisors Group’s Uber UBER Stock Holding History

Crestwood Advisors Group’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 		$1.01M Sell
13,936
-1,686
-11% -$124K 0.01% 320
2026
Q1 		$1.12M Buy
15,622
+4,053
+35% +$312K 0.02% 293
2025
Q4 		$945K Buy
11,569
+584
+5% +$52.6K 0.02% 290
2025
Q3 		$1.08M Buy
10,985
+2,638
+32% +$247K 0.02% 281
2025
Q2 		$779K Sell
8,347
-1,073
-11% -$88.3K 0.01% 298
2025
Q1 		$686K Buy
9,420
+2,858
+44% +$206K 0.01% 307
2024
Q4 		$396K Sell
6,562
-274
-4% -$19.6K 0.01% 336
2024
Q3 		$514K Sell
6,836
-1,202
-15% -$84.6K 0.01% 290
2024
Q2 		$584K Buy
8,038
+2,119
+36% +$147K 0.01% 264
2024
Q1 		$456K Buy
5,919
+596
+11% +$42.8K 0.01% 290
2023
Q4 		$328K Buy
+5,323
New +$278K 0.01% 318
2021
Q1 		– Sell
-7,000
Closed -$357K – 277
2020
Q4 		$357K Buy
+7,000
New +$314K 0.01% 205
2020
Q1 		– Sell
-6,764
Closed -$201K – 252
2019
Q4 		$201K Buy
+6,764
New +$201K 0.01% 246

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

Crestwood Advisors Group's UBER Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Uber (UBER) stake by 11% in Q2 2026, selling an estimated $124K and leaving 13,936 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #320.

Crestwood Advisors Group first reported a position in UBER in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.12M in Q1 2026. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Crestwood Advisors Group held 13,936 shares of Uber worth $1.01M as of Q2 2026.
  • Crestwood Advisors Group sold 1,686 Uber shares in Q2 2026, an estimated $124K.
  • Uber made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #320 holding.
  • Crestwood Advisors Group first reported a position in Uber in Q4 2019 and has held it in 13 quarters since.
  • Crestwood Advisors Group's Uber position peaked at $1.12M in Q1 2026.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.