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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
2025
Q1 		– Sell
-3
Closed -$594 – 257
2024
Q4 		$594 Buy
+3
New +$214 ﹤0.01% 198

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM

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. 1,416 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.
  • 1,416 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.