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LVW Advisors’s Uber UBER Stock Holding History

LVW 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 		$718K Sell
9,946
-4,573
-31% -$335K 0.06% 170
2026
Q1 		$1.04M Buy
14,519
+4,025
+38% +$310K 0.1% 114
2025
Q4 		$857K Sell
10,494
-1,130
-10% -$102K 0.09% 114
2025
Q3 		$1.14M Buy
11,624
+418
+4% +$39.1K 0.12% 96
2025
Q2 		$1.05M Buy
11,206
+1,997
+22% +$164K 0.11% 104
2025
Q1 		$671K Buy
9,209
+3,308
+56% +$238K 0.08% 142
2024
Q4 		$356K Sell
5,901
-322
-5% -$23K 0.04% 225
2024
Q3 		$468K Buy
6,223
+2,615
+72% +$184K 0.06% 196
2024
Q2 		$262K Buy
3,608
+559
+18% +$38.9K 0.04% 248
2024
Q1 		$235K Buy
+3,049
New +$219K 0.04% 263

Other funds holding UBER

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM

LVW Advisors's UBER Position: Q2 2026 in Review

LVW Advisors reduced its Uber (UBER) stake by 31% in Q2 2026, selling an estimated $335K and leaving 9,946 shares worth $718K. The position accounts for 0.06% of the portfolio, ranked #170.

LVW Advisors first reported a position in UBER in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.14M in Q3 2025. 1,014 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • LVW Advisors held 9,946 shares of Uber worth $718K as of Q2 2026.
  • LVW Advisors sold 4,573 Uber shares in Q2 2026, an estimated $335K.
  • Uber made up 0.06% of LVW Advisors's portfolio in Q2 2026, its #170 holding.
  • LVW Advisors first reported a position in Uber in Q1 2024 and has held it in 10 quarters since.
  • LVW Advisors's Uber position peaked at $1.14M in Q3 2025.
  • 1,014 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.