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Laurel Wealth Advisors (North Carolina)’s Uber UBER Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$1.22M Buy
16,930
+750
+5% +$55K 0.12% 106
2026
Q1 		$1.22M Sell
16,180
-1,661
-9% -$128K 0.12% 105
2025
Q4 		$1.46M Sell
17,841
-715
-4% -$64.4K 0.19% 98
2025
Q3 		$1.82M Buy
18,556
+1,950
+12% +$182K 0.25% 88
2025
Q2 		$1.55M Buy
16,606
+3,080
+23% +$254K 0.23% 94
2025
Q1 		$986K Buy
13,526
+13,524
+676,200% +$974K 0.15% 107
2024
Q4 		$121 Buy
+2
New +$143 ﹤0.01% 716
2022
Q2 		– Sell
-60
Closed -$2K – 698
2022
Q1 		$2K Hold
60
– – ﹤0.01% 604
2021
Q4 		$3K Hold
60
– – ﹤0.01% 555
2021
Q3 		$3K Hold
60
– – ﹤0.01% 564
2021
Q2 		$3K Hold
60
– – ﹤0.01% 637
2021
Q1 		$3K Buy
+60
New +$3.35K ﹤0.01% 577

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

Laurel Wealth Advisors (North Carolina)'s UBER Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its Uber (UBER) stake by 4.6% in Q2 2026, buying an estimated $55K and bringing the position to 16,930 shares worth $1.22M. The position accounts for 0.12% of the portfolio, ranked #106.

Laurel Wealth Advisors (North Carolina) first reported a position in UBER in Q1 2021 and has held it in 12 quarters since. The position peaked at $1.82M in Q3 2025. 671 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 16,930 shares of Uber worth $1.22M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) bought 750 Uber shares in Q2 2026, an estimated $55K.
  • Uber made up 0.12% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #106 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Uber in Q1 2021 and has held it in 12 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s Uber position peaked at $1.82M in Q3 2025.
  • 671 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.