LWM
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
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

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Lodestone Wealth Management's UBER Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Uber (UBER) stake by 31% in Q2 2026, selling an estimated $109K and leaving 3,252 shares worth $235K. The position accounts for 0.08% of the portfolio, ranked #170.

Lodestone Wealth Management first reported a position in UBER in Q2 2025 and has held it in 5 quarters since. The position peaked at $372K in Q4 2025. 832 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Lodestone Wealth Management held 3,252 shares of Uber worth $235K as of Q2 2026.
  • Lodestone Wealth Management sold 1,486 Uber shares in Q2 2026, an estimated $109K.
  • Uber made up 0.08% of Lodestone Wealth Management's portfolio in Q2 2026, its #170 holding.
  • Lodestone Wealth Management first reported a position in Uber in Q2 2025 and has held it in 5 quarters since.
  • Lodestone Wealth Management's Uber position peaked at $372K in Q4 2025.
  • 832 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.