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Independent Wealth Network’s Uber UBER Stock Holding History

Independent Wealth Network’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 		$247K Buy
3,425
+203
+6% +$14.9K 0.06% 275
2026
Q1 		$232K Buy
3,222
+318
+11% +$24.5K 0.07% 257
2025
Q4 		$237K Buy
2,904
+63
+2% +$5.67K 0.07% 238
2025
Q3 		$278K Sell
2,841
-113
-4% -$10.6K 0.09% 218
2025
Q2 		$276K Buy
2,954
+39
+1% +$3.21K 0.1% 206
2025
Q1 		$212K Buy
+2,915
New +$210K 0.08% 222
2024
Q4 		– Sell
-3,068
Closed -$231K – 250
2024
Q3 		$231K Sell
3,068
-501
-14% -$35.3K 0.1% 196
2024
Q2 		$259K Sell
3,569
-174
-5% -$12.1K 0.12% 180
2024
Q1 		$288K Buy
3,743
+24
+0.6% +$1.72K 0.14% 173
2023
Q4 		$229K Buy
+3,719
New +$195K 0.12% 182

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

Independent Wealth Network's UBER Position: Q2 2026 in Review

Independent Wealth Network increased its Uber (UBER) stake by 6.3% in Q2 2026, buying an estimated $14.9K and bringing the position to 3,425 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #275.

Independent Wealth Network first reported a position in UBER in Q4 2023 and has held it in 10 quarters since. The position peaked at $288K in Q1 2024. 671 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Independent Wealth Network held 3,425 shares of Uber worth $247K as of Q2 2026.
  • Independent Wealth Network bought 203 Uber shares in Q2 2026, an estimated $14.9K.
  • Uber made up 0.06% of Independent Wealth Network's portfolio in Q2 2026, its #275 holding.
  • Independent Wealth Network first reported a position in Uber in Q4 2023 and has held it in 10 quarters since.
  • Independent Wealth Network's Uber position peaked at $288K in Q1 2024.
  • 671 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.