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 Q3	$452K	Sell	6,595 -3,351	-34%	-$245K	0.04%	276
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LVW Advisors's UBER Position: Q3 2026 in Review

LVW Advisors reduced its Uber (UBER) stake by 34% in Q3 2026, selling an estimated $245K and leaving 6,595 shares worth $452K. The position accounts for 0.04% of the portfolio, ranked #276.

LVW Advisors first reported a position in UBER in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.14M in Q3 2025. 1,472 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

LVW Advisors held 6,595 shares of Uber worth $452K as of Q3 2026.
LVW Advisors sold 3,351 Uber shares in Q3 2026, an estimated $245K.
Uber made up 0.04% of LVW Advisors's portfolio in Q3 2026, its #276 holding.
LVW Advisors first reported a position in Uber in Q1 2024 and has held it in 11 quarters since.
LVW Advisors's Uber position peaked at $1.14M in Q3 2025.
1,472 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.