Everpar Advisors’s Uber UBER Stock Holding History

Everpar Advisors’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	$326K	Sell	4,514 -537	-11%	-$39.4K	0.09%	206
2026 Q1	$363K	Sell	5,051 -26	-0.5%	-$2K	0.13%	175
2025 Q4	$415K	Sell	5,077 -4,264	-46%	-$384K	0.15%	149
2025 Q3	$915K	Sell	9,341 -298	-3%	-$27.9K	0.36%	55
2025 Q2	$899K	Buy	9,639 +2,431	+34%	+$200K	0.41%	44
2025 Q1	$525K	Buy	7,208 +191	+3%	+$13.8K	0.28%	90
2024 Q4	$423K	Sell	7,017 -538	-7%	-$38.4K	0.21%	131
2024 Q3	$568K	Buy	7,555 +341	+5%	+$24K	0.29%	92
2024 Q2	$524K	Buy	7,214 +557	+8%	+$38.7K	0.26%	114
2024 Q1	$513K	Sell	6,657 -2,756	-29%	-$198K	0.31%	103
2023 Q4	$580K	Buy	+9,413	New	+$492K	0.27%	131

Other funds holding UBER

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

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 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

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

Everpar Advisors's UBER Position: Q2 2026 in Review

Everpar Advisors reduced its Uber (UBER) stake by 11% in Q2 2026, selling an estimated $39.4K and leaving 4,514 shares worth $326K. The position accounts for 0.09% of the portfolio, ranked #206.

Everpar Advisors first reported a position in UBER in Q4 2023 and has held it in 11 quarters since. The position peaked at $915K in Q3 2025. 350 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Everpar Advisors held 4,514 shares of Uber worth $326K as of Q2 2026.
Everpar Advisors sold 537 Uber shares in Q2 2026, an estimated $39.4K.
Uber made up 0.09% of Everpar Advisors's portfolio in Q2 2026, its #206 holding.
Everpar Advisors first reported a position in Uber in Q4 2023 and has held it in 11 quarters since.
Everpar Advisors's Uber position peaked at $915K in Q3 2025.
350 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.