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Roxbury Financial’s Uber UBER Stock Holding History

Roxbury Financial’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 		$77.3K Buy
1,071
+113
+12% +$8.29K 0.06% 166
2026
Q1 		$68.9K Sell
958
-16
-2% -$1.23K 0.06% 164
2025
Q4 		$79.6K Hold
974
– – 0.07% 143
2025
Q3 		$95.4K Buy
974
+236
+32% +$22.1K 0.09% 129
2025
Q2 		$68.9K Buy
738
+335
+83% +$27.6K 0.07% 147
2025
Q1 		$30.6K Hold
403
– – 0.03% 201
2024
Q4 		$29K Buy
+403
New +$28.8K 0.03% 216

Other funds holding UBER

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

Roxbury Financial's UBER Position: Q2 2026 in Review

Roxbury Financial increased its Uber (UBER) stake by 12% in Q2 2026, buying an estimated $8.29K and bringing the position to 1,071 shares worth $77.3K. The position accounts for 0.06% of the portfolio, ranked #166.

Roxbury Financial first reported a position in UBER in Q4 2024 and has held it in 7 quarters since. The position peaked at $95.4K in Q3 2025. 671 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Roxbury Financial held 1,071 shares of Uber worth $77.3K as of Q2 2026.
  • Roxbury Financial bought 113 Uber shares in Q2 2026, an estimated $8.29K.
  • Uber made up 0.06% of Roxbury Financial's portfolio in Q2 2026, its #166 holding.
  • Roxbury Financial first reported a position in Uber in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's Uber position peaked at $95.4K in Q3 2025.
  • 671 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.