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Lord & Richards Wealth Management’s Uber UBER Stock Holding History

Lord & Richards 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 		$424K Sell
5,879
-337
-5% -$24.7K 0.33% 45
2026
Q1 		$447K Buy
6,216
+196
+3% +$15.1K 0.39% 47
2025
Q4 		$492K Buy
6,020
+990
+20% +$89.1K 0.42% 47
2025
Q3 		$493K Buy
5,030
+193
+4% +$18K 0.45% 42
2025
Q2 		$451K Buy
4,837
+643
+15% +$52.9K 0.47% 41
2025
Q1 		$306K Buy
+4,194
New +$302K 0.35% 56

Other funds holding UBER

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Lord & Richards Wealth Management's UBER Position: Q2 2026 in Review

Lord & Richards Wealth Management reduced its Uber (UBER) stake by 5.4% in Q2 2026, selling an estimated $24.7K and leaving 5,879 shares worth $424K. The position accounts for 0.33% of the portfolio, ranked #45.

Lord & Richards Wealth Management first reported a position in UBER in Q1 2025 and has held it in 6 quarters since. The position peaked at $493K in Q3 2025. 589 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Lord & Richards Wealth Management held 5,879 shares of Uber worth $424K as of Q2 2026.
  • Lord & Richards Wealth Management sold 337 Uber shares in Q2 2026, an estimated $24.7K.
  • Uber made up 0.33% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Lord & Richards Wealth Management first reported a position in Uber in Q1 2025 and has held it in 6 quarters since.
  • Lord & Richards Wealth Management's Uber position peaked at $493K in Q3 2025.
  • 589 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.