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StoneCrest Wealth Management’s Uber UBER Stock Holding History

StoneCrest 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
2026
Q2 		– Sell
-10,539
Closed -$758K – 80
2026
Q1 		$758K Sell
10,539
-370
-3% -$28.5K 0.32% 51
2025
Q4 		$891K Sell
10,909
-1,571
-13% -$141K 0.36% 47
2025
Q3 		$1.22M Sell
12,480
-2,384
-16% -$223K 0.54% 44
2025
Q2 		$1.39M Buy
14,864
+96
+0.7% +$7.9K 0.66% 38
2025
Q1 		$1.08M Buy
14,768
+2,268
+18% +$163K 0.68% 35
2024
Q4 		$754K Buy
12,500
+2,056
+20% +$147K 0.49% 37
2024
Q3 		$785K Sell
10,444
-12
-0.1% -$845 0.57% 36
2024
Q2 		$760K Sell
10,456
-4,406
-30% -$306K 0.58% 33
2024
Q1 		$1.14M Buy
14,862
+730
+5% +$52.4K 0.99% 26
2023
Q4 		$870K Buy
+14,132
New +$739K 0.83% 29

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

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

StoneCrest Wealth Management sold out of Uber (UBER) in Q2 2026, closing a stake of 10,539 shares — an estimated $758K sold.

StoneCrest Wealth Management first reported a position in UBER in Q4 2023 and held it in 10 quarters. The position peaked at $1.39M in Q2 2025. 350 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • StoneCrest Wealth Management reported no remaining Uber position as of Q2 2026 after selling out during the quarter.
  • StoneCrest Wealth Management sold 10,539 Uber shares in Q2 2026, an estimated $758K.
  • StoneCrest Wealth Management first reported a position in Uber in Q4 2023 and held it in 10 quarters.
  • StoneCrest Wealth Management's Uber position peaked at $1.39M in Q2 2025.
  • 350 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.