Legacy Advisors
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Legacy Advisors’s Uber UBER Stock Holding History

Legacy 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
Q3 		$7.09M Sell
103,527
-5,397
-5% -$395K 0.68% 29
2026
Q2 		$7.86M Buy
108,924
+8,901
+9% +$653K 0.73% 30
2026
Q1 		$7.19M Sell
100,023
-50
-0% -$3.85K 0.85% 29
2025
Q4 		$8.18M Buy
100,073
+500
+0.5% +$45K 0.88% 28
2025
Q3 		$9.8M Buy
+99,573
New +$9.31M 1.2% 20
2025
Q1 		$8.69M Buy
119,238
+1,930
+2% +$139K 0.89% 19
2024
Q4 		$7.08M Buy
117,308
+2,495
+2% +$178K 0.69% 26
2024
Q3 		$8.63M Sell
114,813
-49
-0% -$3.45K 0.93% 21
2024
Q2 		$8.35M Sell
114,862
-13,211
-10% -$918K 1.01% 20
2024
Q1 		$9.9M Sell
128,073
-1,468
-1% -$105K 1.25% 15
2023
Q4 		$7.98M Buy
129,541
+2,703
+2% +$141K 1.03% 19
2023
Q3 		$5.83M Buy
126,838
+60
+0% +$2.74K 0.94% 20
2023
Q2 		$5.47M Buy
126,778
+185
+0.1% +$6.88K 0.81% 21
2023
Q1 		$4.01M Hold
126,593
– – 0.74% 26
2022
Q4 		$3.13M Hold
126,593
– – 0.57% 37
2022
Q3 		$3.36M Sell
126,593
-95
-0.1% -$2.62K 0.74% 22
2022
Q2 		$2.59M Buy
126,688
+102
+0.1% +$2.71K 0.55% 29
2022
Q1 		$4.52M Buy
126,586
+6
+0% +$216 0.88% 16
2021
Q4 		$5.31M Hold
126,580
– – 1.95% 11
2021
Q3 		$5.67M Hold
126,580
– – 2.27% 9
2021
Q2 		$6.34M Sell
126,580
-19,040
-13% -$994K 2.58% 9
2021
Q1 		$7.94M Hold
145,620
– – 3.51% 5
2020
Q4 		$7.43M Sell
145,620
-15,000
-9% -$672K 4.22% 4
2020
Q3 		$5.86M Hold
160,620
– – 3.87% 5
2020
Q2 		$4.99M Buy
160,620
+4,448
+3% +$139K 3.96% 4
2020
Q1 		$4.36M Buy
156,172
+513
+0.3% +$16.9K 4.36% 4
2019
Q4 		$4.63M Buy
+155,659
New +$4.62M 2.94% 7
2019
Q3 		– Sell
-566
Closed -$26K – 306
2019
Q2 		$26K Buy
+566
New +$24K 0.02% 240

Other funds holding UBER

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Legacy Advisors's UBER Position: Q3 2026 in Review

Legacy Advisors reduced its Uber (UBER) stake by 5% in Q3 2026, selling an estimated $395K and leaving 103,527 shares worth $7.09M. The position accounts for 0.68% of the portfolio, ranked #29.

Legacy Advisors first reported a position in UBER in Q2 2019 and has held it in 28 quarters since. The position peaked at $9.9M in Q1 2024. 888 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • Legacy Advisors held 103,527 shares of Uber worth $7.09M as of Q3 2026.
  • Legacy Advisors sold 5,397 Uber shares in Q3 2026, an estimated $395K.
  • Uber made up 0.68% of Legacy Advisors's portfolio in Q3 2026, its #29 holding.
  • Legacy Advisors first reported a position in Uber in Q2 2019 and has held it in 28 quarters since.
  • Legacy Advisors's Uber position peaked at $9.9M in Q1 2024.
  • 888 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.