Joseph P. Lucia & Associates’s Uber UBER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.24M Sell
17,174
-1,881
-10% -$138K 0.37% 57
2026
Q1
$1.37M Buy
19,055
+34
+0.2% +$2.62K 0.49% 55
2025
Q4
$1.55M Buy
19,021
+1,136
+6% +$102K 0.56% 50
2025
Q3
$1.75M Buy
17,885
+207
+1% +$19.4K 0.66% 45
2025
Q2
$1.65M Buy
17,678
+628
+4% +$51.7K 0.67% 46
2025
Q1
$1.24M Buy
17,050
+1,381
+9% +$99.5K 0.57% 51
2024
Q4
$945K Buy
15,669
+739
+5% +$52.8K 0.42% 61
2024
Q3
$1.12M Sell
14,930
-500
-3% -$35.2K 0.52% 55
2024
Q2
$1.12M Buy
15,430
+3,138
+26% +$218K 0.57% 52
2024
Q1
$946K Buy
12,292
+386
+3% +$27.7K 0.51% 58
2023
Q4
$733K Buy
11,906
+637
+6% +$33.3K 0.46% 60
2023
Q3
$518K Buy
11,269
+2,700
+32% +$123K 0.36% 64
2023
Q2
$370K Buy
8,569
+149
+2% +$5.54K 0.25% 85
2023
Q1
$267K Buy
+8,420
New +$267K 0.19% 94
2022
Q3
Sell
-7,718
Closed -$158K 413
2022
Q2
$158K Buy
7,718
+45
+0.6% +$1.2K 0.11% 117
2022
Q1
$274K Sell
7,673
-127
-2% -$4.57K 0.17% 93
2021
Q4
$327K Sell
7,800
-1,592
-17% -$68.6K 0.21% 93
2021
Q3
$421K Hold
9,392
0.25% 89
2021
Q2
$471K Hold
9,392
0.28% 83
2021
Q1
$512K Buy
9,392
+301
+3% +$16.8K 0.23% 75
2020
Q4
$464K Hold
9,091
0.32% 72
2020
Q3
$332K Sell
9,091
-1,000
-10% -$33K 0.31% 72
2020
Q2
$314K Hold
10,091
0.28% 71
2020
Q1
$282K Buy
10,091
+1,000
+11% +$32.9K 0.31% 69
2019
Q4
$270K Buy
9,091
+9,066
+36,264% +$269K 0.25% 78
2019
Q3
$1K Hold
25
﹤0.01% 436
2019
Q2
$1K Buy
+25
New +$1.06K ﹤0.01% 431

Other funds holding UBER

Joseph P. Lucia & Associates's UBER Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its Uber (UBER) stake by 9.9% in Q2 2026, selling an estimated $138K and leaving 17,174 shares worth $1.24M. The position accounts for 0.37% of the portfolio, ranked #57.

Joseph P. Lucia & Associates first reported a position in UBER in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.75M in Q3 2025. 2,420 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Joseph P. Lucia & Associates held 17,174 shares of Uber worth $1.24M as of Q2 2026.
  • Joseph P. Lucia & Associates sold 1,881 Uber shares in Q2 2026, an estimated $138K.
  • Uber made up 0.37% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #57 holding.
  • Joseph P. Lucia & Associates first reported a position in Uber in Q2 2019 and has held it in 27 quarters since.
  • Joseph P. Lucia & Associates's Uber position peaked at $1.75M in Q3 2025.
  • 2,420 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.