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Lifeworks Advisors’s Uber UBER Stock Holding History

Lifeworks 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 		$1.2M Buy
16,582
+1,961
+13% +$144K 0.13% 128
2026
Q1 		$1.05M Buy
14,621
+1,160
+9% +$89.3K 0.13% 124
2025
Q4 		$1.1M Buy
13,461
+5,294
+65% +$477K 0.14% 131
2025
Q3 		$800K Buy
8,167
+2,143
+36% +$200K 0.11% 156
2025
Q2 		$562K Buy
6,024
+1,896
+46% +$156K 0.08% 177
2025
Q1 		$301K Buy
+4,128
New +$297K 0.05% 245
2024
Q4 		– Sell
-2,868
Closed -$216K – 323
2024
Q3 		$216K Buy
+2,868
New +$202K 0.04% 281

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

Lifeworks Advisors's UBER Position: Q2 2026 in Review

Lifeworks Advisors increased its Uber (UBER) stake by 13% in Q2 2026, buying an estimated $144K and bringing the position to 16,582 shares worth $1.2M. The position accounts for 0.13% of the portfolio, ranked #128.

Lifeworks Advisors first reported a position in UBER in Q3 2024 and has held it in 7 quarters since. 2,430 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Lifeworks Advisors held 16,582 shares of Uber worth $1.2M as of Q2 2026.
  • Lifeworks Advisors bought 1,961 Uber shares in Q2 2026, an estimated $144K.
  • Uber made up 0.13% of Lifeworks Advisors's portfolio in Q2 2026, its #128 holding.
  • Lifeworks Advisors first reported a position in Uber in Q3 2024 and has held it in 7 quarters since.
  • 2,430 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.