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Oak Family Advisors’s Uber UBER Stock Holding History

Oak Family 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 		– Sell
-600
Closed -$43.2K – 125
2026
Q1 		$43.2K Buy
+600
New +$46.2K 0.01% 115

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

Oak Family Advisors's UBER Position: Q2 2026 in Review

Oak Family Advisors reduced its Uber (UBER) stake by 34% in Q2 2026, selling an estimated $3.01M and leaving 79,680 shares worth $5.75M. The position accounts for 1.47% of the portfolio, ranked #23.

Oak Family Advisors first reported a position in UBER in Q4 2020 and has held it in 15 quarters since. The position peaked at $8.69M in Q1 2026. 1,007 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Oak Family Advisors held 79,680 shares of Uber worth $5.75M as of Q2 2026.
  • Oak Family Advisors sold 41,092 Uber shares in Q2 2026, an estimated $3.01M.
  • Uber made up 1.47% of Oak Family Advisors's portfolio in Q2 2026, its #23 holding.
  • Oak Family Advisors first reported a position in Uber in Q4 2020 and has held it in 15 quarters since.
  • Oak Family Advisors's Uber position peaked at $8.69M in Q1 2026.
  • 1,007 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.