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Lederer & Associates Investment Counsel’s Uber UBER Stock Holding History

Lederer & Associates Investment Counsel’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 		$1.42M Buy
19,730
+2,536
+15% +$186K 0.94% 35
2026
Q1 		$1.24M Sell
17,194
-10
-0.1% -$770 0.88% 37
2025
Q4 		$1.41M Sell
17,204
-272
-2% -$24.5K 0.94% 35
2025
Q3 		$1.71M Sell
17,476
-1,557
-8% -$146K 1.11% 29
2025
Q2 		$1.78M Hold
19,033
– – 1.18% 27
2025
Q1 		$1.39M Buy
19,033
+1,845
+11% +$133K 1.02% 33
2024
Q4 		$1.04M Buy
17,188
+6,554
+62% +$468K 0.72% 47
2024
Q3 		$799K Buy
+10,634
New +$749K 0.56% 60

Other funds holding UBER

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Lederer & Associates Investment Counsel's UBER Position: Q2 2026 in Review

Lederer & Associates Investment Counsel increased its Uber (UBER) stake by 15% in Q2 2026, buying an estimated $186K and bringing the position to 19,730 shares worth $1.42M. The position accounts for 0.94% of the portfolio, ranked #35.

Lederer & Associates Investment Counsel first reported a position in UBER in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.78M in Q2 2025. 1,314 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Lederer & Associates Investment Counsel held 19,730 shares of Uber worth $1.42M as of Q2 2026.
  • Lederer & Associates Investment Counsel bought 2,536 Uber shares in Q2 2026, an estimated $186K.
  • Uber made up 0.94% of Lederer & Associates Investment Counsel's portfolio in Q2 2026, its #35 holding.
  • Lederer & Associates Investment Counsel first reported a position in Uber in Q3 2024 and has held it in 8 quarters since.
  • Lederer & Associates Investment Counsel's Uber position peaked at $1.78M in Q2 2025.
  • 1,314 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.