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Schaper Benz & Wise Investment Counsel’s Uber UBER Stock Holding History

Schaper Benz & Wise Investment Counsel’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 		$16.7M Buy
230,918
+5,462
+2% +$401K 1.11% 28
2026
Q1 		$16.2M Buy
225,456
+6,468
+3% +$498K 1.24% 29
2025
Q4 		$17.9M Buy
218,988
+1,292
+0.6% +$116K 1.29% 30
2025
Q3 		$21.3M Sell
217,696
-480
-0.2% -$44.9K 1.59% 22
2025
Q2 		$20.4M Sell
218,176
-1,015
-0.5% -$83.6K 1.56% 23
2025
Q1 		$16M Buy
219,191
+25,997
+13% +$1.87M 1.3% 32
2024
Q4 		$11.7M Buy
193,194
+17,657
+10% +$1.26M 0.94% 40
2024
Q3 		$13.2M Buy
175,537
+1,906
+1% +$134K 1.05% 37
2024
Q2 		$12.6M Buy
173,631
+7,018
+4% +$488K 1.09% 36
2024
Q1 		$12.8M Buy
166,613
+5,157
+3% +$370K 1.07% 40
2023
Q4 		$9.94M Buy
161,456
+240
+0.1% +$12.6K 0.9% 47
2023
Q3 		$7.41M Buy
161,216
+585
+0.4% +$26.7K 0.73% 51
2023
Q2 		$6.93M Buy
160,631
+23,435
+17% +$871K 0.67% 56
2023
Q1 		$4.35M Sell
137,196
-640
-0.5% -$20.3K 0.44% 64
2022
Q4 		$3.41M Sell
137,836
-7,465
-5% -$204K 0.36% 65
2022
Q3 		$3.85M Sell
145,301
-7,350
-5% -$203K 0.45% 65
2022
Q2 		$3.12M Buy
152,651
+26,740
+21% +$710K 0.32% 71
2022
Q1 		$4.49M Buy
125,911
+6,470
+5% +$233K 0.39% 66
2021
Q4 		$5.01M Buy
119,441
+21,337
+22% +$920K 0.4% 64
2021
Q3 		$4.39M Buy
98,104
+25,891
+36% +$1.13M 0.39% 66
2021
Q2 		$3.62M Buy
72,213
+6,806
+10% +$355K 0.33% 72
2021
Q1 		$3.56M Buy
65,407
+2,919
+5% +$163K 0.35% 70
2020
Q4 		$3.19M Buy
62,488
+815
+1% +$36.5K 0.33% 69
2020
Q3 		$2.25M Buy
61,673
+8,755
+17% +$289K 0.26% 69
2020
Q2 		$1.65M Buy
52,918
+34,268
+184% +$1.07M 0.2% 73
2020
Q1 		$521K Buy
+18,650
New +$614K 0.08% 88

Other funds holding UBER

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel's UBER Position: Q2 2026 in Review

Schaper Benz & Wise Investment Counsel increased its Uber (UBER) stake by 2.4% in Q2 2026, buying an estimated $401K and bringing the position to 230,918 shares worth $16.7M. The position accounts for 1.11% of the portfolio, ranked #28.

Schaper Benz & Wise Investment Counsel first reported a position in UBER in Q1 2020 and has held it in 26 quarters since. The position peaked at $21.3M in Q3 2025. 1,351 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Schaper Benz & Wise Investment Counsel held 230,918 shares of Uber worth $16.7M as of Q2 2026.
  • Schaper Benz & Wise Investment Counsel bought 5,462 Uber shares in Q2 2026, an estimated $401K.
  • Uber made up 1.11% of Schaper Benz & Wise Investment Counsel's portfolio in Q2 2026, its #28 holding.
  • Schaper Benz & Wise Investment Counsel first reported a position in Uber in Q1 2020 and has held it in 26 quarters since.
  • Schaper Benz & Wise Investment Counsel's Uber position peaked at $21.3M in Q3 2025.
  • 1,351 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.