Lugano Financial Advisors SA (LFA)’s Uber UBER Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$10.5K	Hold	146	–	–	0.01%	248
2026 Q1	$10.5K	Hold	146	–	–	0.01%	208
2025 Q4	$11.9K	Sell	146 -105	-42%	-$9.46K	0.01%	213
2025 Q3	$24.6K	Buy	251 +105	+72%	+$9.82K	0.01%	184
2025 Q2	$13.6K	Buy	+146	New	+$12K	0.01%	201
2023 Q3	–	Sell	-2,778	Closed	-$120K	–	210
2023 Q2	$120K	Hold	2,778	–	–	0.08%	95
2023 Q1	$88.1K	Sell	2,778 -2,887	-51%	-$91.6K	0.07%	74
2022 Q4	$140K	Sell	5,665 -5,665	-50%	-$155K	0.1%	66
2022 Q3	$300K	Buy	11,330 +5,665	+100%	+$157K	0.24%	56
2022 Q2	$115K	Hold	5,665	–	–	0.08%	69
2022 Q1	$201K	Sell	5,665 -1,620	-22%	-$58.2K	0.13%	64
2021 Q4	$305K	Buy	7,285 +5,665	+350%	+$244K	0.18%	55
2021 Q3	$73K	Buy	+1,620	New	+$70.8K	0.05%	75

Other funds holding UBER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Oslo, Norway $1T AUM

Lugano Financial Advisors SA (LFA)'s UBER Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its Uber (UBER) position steady in Q2 2026 at 146 shares worth $10.5K. The position accounts for 0.01% of the portfolio, ranked #248.

Lugano Financial Advisors SA (LFA) first reported a position in UBER in Q3 2021 and has held it in 13 quarters since. The position peaked at $305K in Q4 2021. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 146 shares of Uber worth $10.5K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its Uber share count unchanged in Q2 2026.
Uber made up 0.01% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #248 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Uber in Q3 2021 and has held it in 13 quarters since.
Lugano Financial Advisors SA (LFA)'s Uber position peaked at $305K in Q4 2021.
2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.