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LGT Financial Advisors’s Uber UBER Stock Holding History

LGT Financial 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
Q2 		– Sell
-162
Closed -$11.7K – 259
2026
Q1 		$11.7K Hold
162
– – 0.06% 125
2025
Q4 		$13.2K Hold
162
– – 0.08% 118
2025
Q3 		$15.9K Hold
162
– – 0.03% 201
2025
Q2 		$15.1K Buy
+162
New +$13.3K 0.04% 178
2024
Q1 		– Sell
-122
Closed -$8.76K – 859
2023
Q4 		$7.51K Hold
122
– – 0.01% 549
2023
Q3 		$5.61K Buy
+122
New +$5.57K 0.01% 589

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

LGT Financial Advisors's UBER Position: Q2 2026 in Review

LGT Financial Advisors sold out of Uber (UBER) in Q2 2026, closing a stake of 162 shares — an estimated $11.7K sold.

LGT Financial Advisors first reported a position in UBER in Q3 2023 and held it in 6 quarters. The position peaked at $15.9K in Q3 2025. 2,429 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • LGT Financial Advisors reported no remaining Uber position as of Q2 2026 after selling out during the quarter.
  • LGT Financial Advisors sold 162 Uber shares in Q2 2026, an estimated $11.7K.
  • LGT Financial Advisors first reported a position in Uber in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Uber position peaked at $15.9K in Q3 2025.
  • 2,429 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.