L.J. Altfest & Co’s Uber UBER Stock Holding History

L.J. Altfest & Co’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	–	Sell	-11,536	Closed	-$830K	–	354
2026 Q1	$830K	Buy	+11,536	New	+$888K	0.09%	159
2025 Q3	–	Sell	-8,811	Closed	-$822K	–	373
2025 Q2	$822K	Sell	8,811 -1,491	-14%	-$123K	0.1%	143
2025 Q1	$751K	Buy	+10,302	New	+$742K	0.09%	154
2024 Q4	–	Sell	-17,188	Closed	-$1.29M	–	369
2024 Q3	$1.29M	Buy	17,188 +814	+5%	+$57.3K	0.17%	96
2024 Q2	$1.19M	Buy	16,374 +5,599	+52%	+$389K	0.16%	98
2024 Q1	$830K	Buy	10,775 +502	+5%	+$36K	0.12%	129
2023 Q4	$633K	Buy	10,273 +688	+7%	+$36K	0.09%	154
2023 Q3	$441K	Sell	9,585 -4,486	-32%	-$205K	0.07%	196
2023 Q2	$607K	Buy	14,071 +2,328	+20%	+$86.5K	0.09%	154
2023 Q1	$372K	Buy	+11,743	New	+$372K	0.06%	199
2022 Q4	–	Sell	-12,489	Closed	-$331K	–	278
2022 Q3	$331K	Buy	12,489 +2,219	+22%	+$61.3K	0.06%	195
2022 Q2	$210K	Buy	10,270 +1,332	+15%	+$35.4K	0.04%	238
2022 Q1	$319K	Buy	+8,938	New	+$321K	0.06%	197
2021 Q4	–	Sell	-10,885	Closed	-$488K	–	275
2021 Q3	$488K	Buy	+10,885	New	+$476K	0.1%	142

Other funds holding UBER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

L.J. Altfest & Co's UBER Position: Q2 2026 in Review

L.J. Altfest & Co sold out of Uber (UBER) in Q2 2026, closing a stake of 11,536 shares — an estimated $830K sold.

L.J. Altfest & Co first reported a position in UBER in Q3 2021 and held it in 14 quarters. The position peaked at $1.29M in Q3 2024. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

L.J. Altfest & Co reported no remaining Uber position as of Q2 2026 after selling out during the quarter.
L.J. Altfest & Co sold 11,536 Uber shares in Q2 2026, an estimated $830K.
L.J. Altfest & Co first reported a position in Uber in Q3 2021 and held it in 14 quarters.
L.J. Altfest & Co's Uber position peaked at $1.29M in Q3 2024.
2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.