Legacy Trust’s Uber UBER Stock Holding History

Legacy 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	$3.16M	Sell	48,380 -638	-1%	-$46.7K	0.53%	49
2026 Q2	$3.54M	Buy	49,018 +985	+2%	+$72.2K	0.63%	41
2026 Q1	$3.46M	Buy	48,033 +6,250	+15%	+$481K	0.66%	42
2025 Q4	$3.41M	Buy	41,783 +35	+0.1%	+$3.15K	0.64%	45
2025 Q3	$4.09M	Buy	41,748 +2,953	+8%	+$276K	0.81%	35
2025 Q2	$3.62M	Sell	38,795 -1,647	-4%	-$136K	0.89%	35
2025 Q1	$2.95M	Buy	40,442 +3,650	+10%	+$263K	0.71%	46
2024 Q4	$2.22M	Sell	36,792 -9,470	-20%	-$676K	0.52%	53
2024 Q3	$3.48M	Buy	46,262 +6,206	+15%	+$437K	0.8%	41
2024 Q2	$2.91M	Buy	+40,056	New	+$2.78M	0.72%	46

Other funds holding UBER

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Legacy Trust's UBER Position: Q3 2026 in Review

Legacy Trust reduced its Uber (UBER) stake by 1.3% in Q3 2026, selling an estimated $46.7K and leaving 48,380 shares worth $3.16M. The position accounts for 0.53% of the portfolio, ranked #49.

Legacy Trust first reported a position in UBER in Q2 2024 and has held it in 10 quarters since. The position peaked at $4.09M in Q3 2025. 1,359 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

Legacy Trust held 48,380 shares of Uber worth $3.16M as of Q3 2026.
Legacy Trust sold 638 Uber shares in Q3 2026, an estimated $46.7K.
Uber made up 0.53% of Legacy Trust's portfolio in Q3 2026, its #49 holding.
Legacy Trust first reported a position in Uber in Q2 2024 and has held it in 10 quarters since.
Legacy Trust's Uber position peaked at $4.09M in Q3 2025.
1,359 funds tracked by Wall St. Rank held Uber as of Q3 2026.

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