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Regent Peak Wealth Advisors’s Uber UBER Stock Holding History

Regent Peak Wealth 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
-2,806
Closed -$202K – 231
2026
Q1 		$202K Buy
2,806
+62
+2% +$4.77K 0.04% 196
2025
Q4 		$224K Buy
2,744
+167
+6% +$15K 0.04% 167
2025
Q3 		$252K Buy
+2,577
New +$241K 0.05% 156
2021
Q1 		– Sell
-486
Closed -$25K – 926
2020
Q4 		$25K Buy
+486
New +$21.8K 0.01% 415

Other funds holding UBER

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Regent Peak Wealth Advisors's UBER Position: Q2 2026 in Review

Regent Peak Wealth Advisors sold out of Uber (UBER) in Q2 2026, closing a stake of 2,806 shares — an estimated $202K sold.

Regent Peak Wealth Advisors first reported a position in UBER in Q4 2020 and held it in 4 quarters. The position peaked at $252K in Q3 2025. 408 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Regent Peak Wealth Advisors reported no remaining Uber position as of Q2 2026 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 2,806 Uber shares in Q2 2026, an estimated $202K.
  • Regent Peak Wealth Advisors first reported a position in Uber in Q4 2020 and held it in 4 quarters.
  • Regent Peak Wealth Advisors's Uber position peaked at $252K in Q3 2025.
  • 408 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.