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Sequoia Financial Advisors’s Uber UBER Stock Holding History

Sequoia Financial 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
2025
Q3 		– Sell
-2,500
Closed -$221 – 1806
2025
Q2 		$221 Buy
+2,500
New +$206K ﹤0.01% 1586
2025
Q1 		– Hold
0
– – – 1363
2024
Q4 		– Hold
0
– -$15K – 1422
2024
Q3 		– Hold
0
– – – 1284
2023
Q1 		– Hold
0
– -$17.3K – 874
2022
Q4 		– Hold
0
– – – 800

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
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
CS
CapitalatWork SA Auderghem $3.99B AUM
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

Sequoia Financial Advisors's UBER Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Uber (UBER) stake by 8.7% in Q2 2026, selling an estimated $431K and leaving 61,439 shares worth $4.43M. The position accounts for 0.02% of the portfolio, ranked #375.

Sequoia Financial Advisors first reported a position in UBER in Q2 2019 and has held it in 26 quarters since. The position peaked at $11M in Q4 2021. 903 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Sequoia Financial Advisors held 61,439 shares of Uber worth $4.43M as of Q2 2026.
  • Sequoia Financial Advisors sold 5,884 Uber shares in Q2 2026, an estimated $431K.
  • Uber made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #375 holding.
  • Sequoia Financial Advisors first reported a position in Uber in Q2 2019 and has held it in 26 quarters since.
  • Sequoia Financial Advisors's Uber position peaked at $11M in Q4 2021.
  • 903 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.