Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$435K Sell
6,030
-45
-0.7% -$3.3K 0.2% 63
2026
Q1
$437K Buy
6,075
+11
+0.2% +$847 0.28% 55
2025
Q4
$495K Buy
6,064
+120
+2% +$10.8K 0.32% 54
2025
Q3
$582K Sell
5,944
-130
-2% -$12.2K 0.37% 44
2025
Q2
$567K Sell
6,074
-58
-0.9% -$4.78K 0.39% 43
2025
Q1
$447K Buy
+6,132
New +$442K 0.36% 49
2024
Q2
Sell
-300
Closed -$23.1K 382
2024
Q1
$23.1K Buy
+300
New +$21.5K 0.02% 217

Other funds holding UBER

LifeSteps Financial's UBER Position: Q2 2026 in Review

LifeSteps Financial reduced its Uber (UBER) stake by 0.74% in Q2 2026, selling an estimated $3.3K and leaving 6,030 shares worth $435K. The position accounts for 0.2% of the portfolio, ranked #63.

LifeSteps Financial first reported a position in UBER in Q1 2024 and has held it in 7 quarters since. The position peaked at $582K in Q3 2025. 907 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • LifeSteps Financial held 6,030 shares of Uber worth $435K as of Q2 2026.
  • LifeSteps Financial sold 45 Uber shares in Q2 2026, an estimated $3.3K.
  • Uber made up 0.2% of LifeSteps Financial's portfolio in Q2 2026, its #63 holding.
  • LifeSteps Financial first reported a position in Uber in Q1 2024 and has held it in 7 quarters since.
  • LifeSteps Financial's Uber position peaked at $582K in Q3 2025.
  • 907 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.