Lauterbach Financial Advisors’s Uber UBER Stock Holding History

Lauterbach Financial 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	$558K	Hold	7,735	–	–	0.24%	51
2026 Q1	$556K	Sell	7,735 -1,000	-11%	-$77K	0.27%	46
2025 Q4	$714K	Hold	8,735	–	–	0.35%	34
2025 Q3	$856K	Hold	8,735	–	–	0.43%	30
2025 Q2	$815K	Hold	8,735	–	–	0.45%	31
2025 Q1	$636K	Hold	8,735	–	–	0.4%	33
2024 Q4	$527K	Hold	8,735	–	–	0.32%	38
2024 Q3	$657K	Hold	8,735	–	–	0.4%	31
2024 Q2	$515K	Hold	8,735	–	–	0.34%	37
2024 Q1	$673K	Sell	8,735 -938	-10%	-$67.3K	0.44%	29
2023 Q4	$596K	Hold	9,673	–	–	0.41%	29
2023 Q3	$445K	Hold	9,673	–	–	0.35%	35
2023 Q2	$418K	Hold	9,673	–	–	0.32%	35
2023 Q1	$307K	Hold	9,673	–	–	0.25%	41
2022 Q4	$239K	Buy	+9,673	New	+$265K	0.21%	44
2022 Q2	–	Sell	-6,350	Closed	-$227K	–	55
2022 Q1	$227K	Buy	+6,350	New	+$228K	0.21%	43

Other funds holding UBER

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

CapitalatWork SA Auderghem $3.99B AUM

Lauterbach Financial Advisors's UBER Position: Q2 2026 in Review

Lauterbach Financial Advisors held its Uber (UBER) position steady in Q2 2026 at 7,735 shares worth $558K. The position accounts for 0.24% of the portfolio, ranked #51.

Lauterbach Financial Advisors first reported a position in UBER in Q1 2022 and has held it in 16 quarters since. The position peaked at $856K in Q3 2025. 996 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Lauterbach Financial Advisors held 7,735 shares of Uber worth $558K as of Q2 2026.
Lauterbach Financial Advisors left its Uber share count unchanged in Q2 2026.
Uber made up 0.24% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #51 holding.
Lauterbach Financial Advisors first reported a position in Uber in Q1 2022 and has held it in 16 quarters since.
Lauterbach Financial Advisors's Uber position peaked at $856K in Q3 2025.
996 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.