Lyell Wealth Management
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Lyell Wealth Management’s Uber UBER Stock Holding History

Lyell 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
Q3 		$12.7M Sell
185,630
-7,282
-4% -$533K 0.75% 41
2026
Q2 		$13.9M Sell
192,912
-3,756
-2% -$275K 0.85% 36
2026
Q1 		$14.1M Sell
196,668
-114
-0.1% -$8.77K 1.04% 30
2025
Q4 		$16.1M Buy
196,782
+8,367
+4% +$753K 1.16% 29
2025
Q3 		$18.5M Buy
188,415
+2,510
+1% +$235K 1.37% 21
2025
Q2 		$17.3M Buy
185,905
+9,540
+5% +$785K 1.37% 20
2025
Q1 		$12.8M Buy
176,365
+13,263
+8% +$956K 1.2% 25
2024
Q4 		$9.8M Buy
163,102
+26,986
+20% +$1.93M 0.88% 37
2024
Q3 		$10.2M Buy
136,116
+11,474
+9% +$808K 0.93% 36
2024
Q2 		$9.06M Buy
+124,642
New +$8.66M 0.86% 38
2022
Q2 		– Sell
-7,650
Closed -$273K – 201
2022
Q1 		$273K Hold
7,650
– – 0.04% 178
2021
Q4 		$321K Sell
7,650
-6,000
-44% -$259K 0.04% 162
2021
Q3 		$612K Buy
13,650
+2,000
+17% +$87.4K 0.07% 124
2021
Q2 		$584K Hold
11,650
– – 0.07% 127
2021
Q1 		$635K Hold
11,650
– – 0.09% 120
2020
Q4 		$594K Hold
11,650
– – 0.09% 100
2020
Q3 		$425K Buy
+11,650
New +$385K 0.08% 100

Other funds holding UBER

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Lyell Wealth Management's UBER Position: Q3 2026 in Review

Lyell Wealth Management reduced its Uber (UBER) stake by 3.8% in Q3 2026, selling an estimated $533K and leaving 185,630 shares worth $12.7M. The position accounts for 0.75% of the portfolio, ranked #41.

Lyell Wealth Management first reported a position in UBER in Q3 2020 and has held it in 17 quarters since. The position peaked at $18.5M in Q3 2025. 1,194 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • Lyell Wealth Management held 185,630 shares of Uber worth $12.7M as of Q3 2026.
  • Lyell Wealth Management sold 7,282 Uber shares in Q3 2026, an estimated $533K.
  • Uber made up 0.75% of Lyell Wealth Management's portfolio in Q3 2026, its #41 holding.
  • Lyell Wealth Management first reported a position in Uber in Q3 2020 and has held it in 17 quarters since.
  • Lyell Wealth Management's Uber position peaked at $18.5M in Q3 2025.
  • 1,194 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.