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J.W. Cole Advisors’s Uber UBER Stock Holding History

J.W. Cole 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 		$3.66M Buy
50,703
+1,311
+3% +$96.1K 0.06% 318
2026
Q1 		$3.55M Sell
49,392
-5,066
-9% -$390K 0.12% 154
2025
Q4 		$3.39M Sell
54,458
-2,332
-4% -$210K 0.08% 243
2025
Q3 		$5.56M Buy
56,790
+2,582
+5% +$241K 0.11% 190
2025
Q2 		$5.06M Buy
54,208
+19,837
+58% +$1.63M 0.11% 190
2025
Q1 		$2.5M Buy
34,371
+1,766
+5% +$127K 0.08% 260
2024
Q4 		$1.97M Sell
32,605
-46
-0.1% -$3.29K 0.08% 246
2024
Q3 		$2.45M Sell
32,651
-8,232
-20% -$580K 0.1% 206
2024
Q2 		$2.97M Buy
40,883
+14,853
+57% +$1.03M 0.14% 147
2024
Q1 		$2M Sell
26,030
-520
-2% -$37.3K 0.1% 210
2023
Q4 		$1.63M Sell
26,550
-24,892
-48% -$1.3M 0.1% 223
2023
Q3 		$2.37M Buy
51,442
+11,557
+29% +$528K 0.17% 144
2023
Q2 		$1.72M Buy
39,885
+8,939
+29% +$332K 0.12% 185
2023
Q1 		$981K Buy
30,946
+7,296
+31% +$231K 0.07% 292
2022
Q4 		$585K Sell
23,650
-2,188
-8% -$59.9K 0.05% 384
2022
Q3 		$685K Sell
25,838
-513
-2% -$14.2K 0.06% 324
2022
Q2 		$539K Buy
26,351
+3,902
+17% +$104K 0.04% 390
2022
Q1 		$801K Buy
22,449
+2,540
+13% +$91.3K 0.05% 332
2021
Q4 		$835K Buy
19,909
+3,872
+24% +$167K 0.05% 334
2021
Q3 		$718K Buy
16,037
+2,030
+14% +$88.7K 0.05% 204
2021
Q2 		$702K Buy
14,007
+4,313
+44% +$225K 0.06% 341
2021
Q1 		$528K Buy
9,694
+3,081
+47% +$172K 0.05% 372
2020
Q4 		$337K Sell
6,613
-1,871
-22% -$83.8K 0.04% 446
2020
Q3 		$309K Buy
+8,484
New +$280K 0.02% 535

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

J.W. Cole Advisors's UBER Position: Q2 2026 in Review

J.W. Cole Advisors increased its Uber (UBER) stake by 2.7% in Q2 2026, buying an estimated $96.1K and bringing the position to 50,703 shares worth $3.66M. The position accounts for 0.06% of the portfolio, ranked #318.

J.W. Cole Advisors first reported a position in UBER in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.56M in Q3 2025. 671 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • J.W. Cole Advisors held 50,703 shares of Uber worth $3.66M as of Q2 2026.
  • J.W. Cole Advisors bought 1,311 Uber shares in Q2 2026, an estimated $96.1K.
  • Uber made up 0.06% of J.W. Cole Advisors's portfolio in Q2 2026, its #318 holding.
  • J.W. Cole Advisors first reported a position in Uber in Q3 2020 and has held it in 24 quarters since.
  • J.W. Cole Advisors's Uber position peaked at $5.56M in Q3 2025.
  • 671 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.