Legacy Private Trust
UBER icon

Legacy Private Trust’s Uber UBER Stock Holding History

Legacy Private Trust’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 		$3.5M Buy
51,143
+1,763
+4% +$129K 0.19% 88
2026
Q2 		$3.56M Sell
49,380
-2,371
-5% -$174K 0.2% 91
2026
Q1 		$3.72M Sell
51,751
-6,834
-12% -$526K 0.23% 84
2025
Q4 		$4.79M Buy
58,585
+2,375
+4% +$214K 0.28% 68
2025
Q3 		$5.51M Buy
56,210
+5,420
+11% +$507K 0.33% 60
2025
Q2 		$4.74M Buy
50,790
+10,812
+27% +$890K 0.31% 65
2025
Q1 		$2.91M Buy
+39,978
New +$2.88M 0.2% 87

Other funds holding UBER

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Legacy Private Trust's UBER Position: Q3 2026 in Review

Legacy Private Trust increased its Uber (UBER) stake by 3.6% in Q3 2026, buying an estimated $129K and bringing the position to 51,143 shares worth $3.5M. The position accounts for 0.19% of the portfolio, ranked #88.

Legacy Private Trust first reported a position in UBER in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.51M in Q3 2025. 1,472 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • Legacy Private Trust held 51,143 shares of Uber worth $3.5M as of Q3 2026.
  • Legacy Private Trust bought 1,763 Uber shares in Q3 2026, an estimated $129K.
  • Uber made up 0.19% of Legacy Private Trust's portfolio in Q3 2026, its #88 holding.
  • Legacy Private Trust first reported a position in Uber in Q1 2025 and has held it in 7 quarters since.
  • Legacy Private Trust's Uber position peaked at $5.51M in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.