Lodestone Wealth Management
UBER icon

Lodestone Wealth Management’s Uber UBER Stock Holding History

Lodestone Wealth Management’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 		$210K Sell
3,067
-185
-6% -$13.5K 0.07% 179
2026
Q2 		$235K Sell
3,252
-1,486
-31% -$109K 0.08% 170
2026
Q1 		$341K Buy
4,738
+181
+4% +$13.9K 0.14% 137
2025
Q4 		$372K Buy
4,557
+2,181
+92% +$196K 0.15% 126
2025
Q3 		$233K Buy
2,376
+142
+6% +$13.3K 0.1% 161
2025
Q2 		$208K Buy
+2,234
New +$184K 0.1% 161

Other funds holding UBER

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Lodestone Wealth Management's UBER Position: Q3 2026 in Review

Lodestone Wealth Management reduced its Uber (UBER) stake by 5.7% in Q3 2026, selling an estimated $13.5K and leaving 3,067 shares worth $210K. The position accounts for 0.07% of the portfolio, ranked #179.

Lodestone Wealth Management first reported a position in UBER in Q2 2025 and has held it in 6 quarters since. The position peaked at $372K in Q4 2025. 836 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • Lodestone Wealth Management held 3,067 shares of Uber worth $210K as of Q3 2026.
  • Lodestone Wealth Management sold 185 Uber shares in Q3 2026, an estimated $13.5K.
  • Uber made up 0.07% of Lodestone Wealth Management's portfolio in Q3 2026, its #179 holding.
  • Lodestone Wealth Management first reported a position in Uber in Q2 2025 and has held it in 6 quarters since.
  • Lodestone Wealth Management's Uber position peaked at $372K in Q4 2025.
  • 836 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.