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Shelton Wealth Management’s Uber UBER Stock Holding History

Shelton Wealth Management’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
Q2 		– Sell
-3,000
Closed -$219K – 179
2025
Q1 		$219K Sell
3,000
-2,000
-40% -$144K 0.12% 117
2024
Q4 		$302K Buy
+5,000
New +$357K 0.16% 107

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Shelton Wealth Management's UBER Position: Q2 2026 in Review

Shelton Wealth Management increased its Uber (UBER) stake by 21% in Q2 2026, buying an estimated $333K and bringing the position to 26,030 shares worth $1.88M. The position accounts for 0.74% of the portfolio, ranked #39.

Shelton Wealth Management first reported a position in UBER in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.06M in Q3 2025. 953 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Shelton Wealth Management held 26,030 shares of Uber worth $1.88M as of Q2 2026.
  • Shelton Wealth Management bought 4,539 Uber shares in Q2 2026, an estimated $333K.
  • Uber made up 0.74% of Shelton Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Shelton Wealth Management first reported a position in Uber in Q4 2024 and has held it in 7 quarters since.
  • Shelton Wealth Management's Uber position peaked at $2.06M in Q3 2025.
  • 953 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.