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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
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

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
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
Pictet Asset Management
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM

Legacy Private Trust's UBER Position: Q2 2026 in Review

Legacy Private Trust reduced its Uber (UBER) stake by 4.6% in Q2 2026, selling an estimated $174K and leaving 49,380 shares worth $3.56M. The position accounts for 0.2% of the portfolio, ranked #91.

Legacy Private Trust first reported a position in UBER in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.51M in Q3 2025. 1,014 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Legacy Private Trust held 49,380 shares of Uber worth $3.56M as of Q2 2026.
  • Legacy Private Trust sold 2,371 Uber shares in Q2 2026, an estimated $174K.
  • Uber made up 0.2% of Legacy Private Trust's portfolio in Q2 2026, its #91 holding.
  • Legacy Private Trust first reported a position in Uber in Q1 2025 and has held it in 6 quarters since.
  • Legacy Private Trust's Uber position peaked at $5.51M in Q3 2025.
  • 1,014 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.