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PFW Advisors’s Uber UBER Stock Holding History

PFW 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 		$212K Sell
2,938
-365
-11% -$26.8K 0.06% 119
2026
Q1 		$238K Sell
3,303
-7
-0.2% -$539 0.07% 109
2025
Q4 		$270K Sell
3,310
-452
-12% -$40.7K 0.08% 102
2025
Q3 		$369K Hold
3,762
– – 0.11% 96
2025
Q2 		$351K Buy
3,762
+57
+2% +$4.69K 0.11% 99
2025
Q1 		$270K Buy
3,705
+29
+0.8% +$2.09K 0.08% 101
2024
Q4 		$222K Buy
+3,676
New +$262K 0.07% 113
2024
Q2 		$290K Sell
3,987
-117
-3% -$8.13K 0.09% 103
2024
Q1 		$316K Buy
4,104
+57
+1% +$4.09K 0.1% 101
2023
Q4 		$249K Sell
4,047
-639
-14% -$33.4K 0.08% 107
2023
Q3 		$216K Hold
4,686
– – 0.08% 112
2023
Q2 		$205K Buy
+4,686
New +$174K 0.07% 116
2019
Q3 		$284K Buy
+3,780
New +$142K 0.09% 104

Other funds holding UBER

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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

PFW Advisors's UBER Position: Q2 2026 in Review

PFW Advisors reduced its Uber (UBER) stake by 11% in Q2 2026, selling an estimated $26.8K and leaving 2,938 shares worth $212K. The position accounts for 0.06% of the portfolio, ranked #119.

PFW Advisors first reported a position in UBER in Q3 2019 and has held it in 13 quarters since. The position peaked at $369K in Q3 2025. 444 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • PFW Advisors held 2,938 shares of Uber worth $212K as of Q2 2026.
  • PFW Advisors sold 365 Uber shares in Q2 2026, an estimated $26.8K.
  • Uber made up 0.06% of PFW Advisors's portfolio in Q2 2026, its #119 holding.
  • PFW Advisors first reported a position in Uber in Q3 2019 and has held it in 13 quarters since.
  • PFW Advisors's Uber position peaked at $369K in Q3 2025.
  • 444 funds tracked by Wall St. Rank held Uber as of Q2 2026.

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