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Investment Research & Advisory Group’s Uber UBER Stock Holding History

Investment Research & Advisory 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 		$4.24M Buy
58,744
+302
+0.5% +$22.1K 1.31% 20
2026
Q1 		$4.2M Sell
58,442
-322
-0.5% -$24.8K 1.47% 19
2025
Q4 		$4.8M Sell
58,764
-437
-0.7% -$39.4K 1.59% 15
2025
Q3 		$5.8M Buy
59,201
+597
+1% +$55.8K 1.97% 13
2025
Q2 		$5.47M Buy
58,604
+966
+2% +$79.5K 2.04% 14
2025
Q1 		$4.2M Buy
57,638
+278
+0.5% +$20K 1.75% 17
2024
Q4 		$3.46M Sell
57,360
-201
-0.3% -$14.4K 1.44% 18
2024
Q3 		$4.33M Buy
57,561
+231
+0.4% +$16.3K 1.83% 13
2024
Q2 		$4.17M Buy
57,330
+1,649
+3% +$115K 1.85% 14
2024
Q1 		$4.29M Sell
55,681
-1,261
-2% -$90.5K 1.97% 16
2023
Q4 		$3.51M Buy
56,942
+7
+0% +$366 1.79% 15
2023
Q3 		$2.62M Buy
56,935
+1,927
+4% +$88K 1.49% 17
2023
Q2 		$2.37M Buy
55,008
+401
+0.7% +$14.9K 1.37% 22
2023
Q1 		$1.73M Buy
54,607
+6,432
+13% +$204K 1.11% 28
2022
Q4 		$1.19M Sell
48,175
-5,639
-10% -$154K 0.78% 32
2022
Q3 		$1.43M Buy
53,814
+7,979
+17% +$220K 1.07% 30
2022
Q2 		$938K Buy
45,835
+13,749
+43% +$365K 0.68% 38
2022
Q1 		$1.15M Buy
32,086
+9,185
+40% +$330K 0.72% 35
2021
Q4 		$960K Sell
22,901
-1,178
-5% -$50.8K 0.58% 37
2021
Q3 		$1.09M Buy
24,079
+776
+3% +$33.9K 0.71% 34
2021
Q2 		$1.17M Buy
23,303
+125
+0.5% +$6.53K 0.77% 33
2021
Q1 		$1.26M Sell
23,178
-1,446
-6% -$80.7K 0.93% 33
2020
Q4 		$1.26M Buy
24,624
+545
+2% +$24.4K 0.93% 34
2020
Q3 		$878K Sell
24,079
-971
-4% -$32.1K 0.73% 35
2020
Q2 		$772K Buy
25,050
+4,778
+24% +$149K 0.69% 36
2020
Q1 		$566K Sell
20,272
-1,858
-8% -$61.1K 0.52% 32
2019
Q4 		$658K Buy
+22,130
New +$657K 0.61% 31

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
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

Investment Research & Advisory Group's UBER Position: Q2 2026 in Review

Investment Research & Advisory Group increased its Uber (UBER) stake by 0.52% in Q2 2026, buying an estimated $22.1K and bringing the position to 58,744 shares worth $4.24M. The position accounts for 1.31% of the portfolio, ranked #20.

Investment Research & Advisory Group first reported a position in UBER in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.8M in Q3 2025. 894 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Investment Research & Advisory Group held 58,744 shares of Uber worth $4.24M as of Q2 2026.
  • Investment Research & Advisory Group bought 302 Uber shares in Q2 2026, an estimated $22.1K.
  • Uber made up 1.31% of Investment Research & Advisory Group's portfolio in Q2 2026, its #20 holding.
  • Investment Research & Advisory Group first reported a position in Uber in Q4 2019 and has held it in 27 quarters since.
  • Investment Research & Advisory Group's Uber position peaked at $5.8M in Q3 2025.
  • 894 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.