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Loring Wolcott & Coolidge Fiduciary Advisors’s Uber UBER Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$200K Buy
2,769
+520
+23% +$38.1K ﹤0.01% 321
2026
Q1 		$159K Hold
2,249
– – ﹤0.01% 338
2025
Q4 		$183K Buy
2,249
+644
+40% +$58K ﹤0.01% 319
2025
Q3 		$152K Sell
1,605
-500
-24% -$46.8K ﹤0.01% 347
2025
Q2 		$196K Buy
2,105
+100
+5% +$8.23K ﹤0.01% 282
2025
Q1 		$148K Buy
2,005
+1,335
+199% +$96.2K ﹤0.01% 300
2024
Q4 		$46.1K Sell
670
-89
-12% -$6.36K ﹤0.01% 399
2024
Q3 		$59.5K Buy
759
+89
+13% +$6.27K ﹤0.01% 377
2024
Q2 		$49.8K Hold
670
– – ﹤0.01% 392
2024
Q1 		$46.2K Buy
+670
New +$48.1K ﹤0.01% 403
2022
Q1 		– Sell
-2,780
Closed -$117K – 714
2021
Q4 		$117K Sell
2,780
-321
-10% -$13.8K ﹤0.01% 370
2021
Q3 		$139K Hold
3,101
– – ﹤0.01% 350
2021
Q2 		$155K Buy
+3,101
New +$162K ﹤0.01% 351

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's UBER Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors increased its Uber (UBER) stake by 23% in Q2 2026, buying an estimated $38.1K and bringing the position to 2,769 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in UBER in Q2 2021 and has held it in 13 quarters since. 1,649 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 2,769 shares of Uber worth $200K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors bought 520 Uber shares in Q2 2026, an estimated $38.1K.
  • Uber made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #321 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Uber in Q2 2021 and has held it in 13 quarters since.
  • 1,649 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.