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SWS Partners’s Uber UBER Stock Holding History

SWS Partners’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 		$3.37M Buy
46,749
+1,119
+2% +$82.1K 0.73% 43
2026
Q1 		$3.28M Buy
45,630
+351
+0.8% +$27K 0.81% 44
2025
Q4 		$3.7M Sell
45,279
-126
-0.3% -$11.3K 0.89% 33
2025
Q3 		$4.45M Buy
45,405
+800
+2% +$74.8K 1.09% 23
2025
Q2 		$4.16M Sell
44,605
-4,319
-9% -$356K 1.12% 23
2025
Q1 		$3.56M Sell
48,924
-4,986
-9% -$359K 1.17% 21
2024
Q4 		$3.25M Buy
53,910
+8,738
+19% +$624K 0.98% 27
2024
Q3 		$3.4M Sell
45,172
-17,030
-27% -$1.2M 1.08% 21
2024
Q2 		$4.52M Sell
62,202
-10,560
-15% -$734K 1.35% 13
2024
Q1 		$5.6M Sell
72,762
-9,105
-11% -$654K 1.68% 9
2023
Q4 		$5.04M Sell
81,867
-8,378
-9% -$438K 1.64% 9
2023
Q3 		$4.15M Sell
90,245
-10,879
-11% -$497K 1.53% 10
2023
Q2 		$4.36M Sell
101,124
-1,073
-1% -$39.9K 1.57% 10
2023
Q1 		$3.24M Buy
102,197
+7,793
+8% +$247K 1.21% 16
2022
Q4 		$2.33M Buy
94,404
+1,616
+2% +$44.2K 1.11% 42
2022
Q3 		$2.46M Buy
92,788
+7,200
+8% +$199K 1.14% 22
2022
Q2 		$1.75M Buy
85,588
+172
+0.2% +$4.57K 1.47% 35
2022
Q1 		$3.06M Buy
85,416
+3,923
+5% +$141K 2% 9
2021
Q4 		$3.42M Buy
81,493
+13,408
+20% +$578K 1.94% 9
2021
Q3 		$3.05M Buy
68,085
+13,350
+24% +$583K 1.89% 10
2021
Q2 		$2.74M Buy
54,735
+6,952
+15% +$363K 1.79% 13
2021
Q1 		$2.6M Buy
47,783
+4,526
+10% +$253K 1.79% 12
2020
Q4 		$2.21M Buy
43,257
+4,615
+12% +$207K 0.98% 30
2020
Q3 		$1.41M Buy
38,642
+20,743
+116% +$685K 0.71% 47
2020
Q2 		$542K Buy
+17,899
New +$558K 0.69% 60

Other funds holding UBER

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 22.94% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SWS Partners's UBER Position: Q2 2026 in Review

SWS Partners increased its Uber (UBER) stake by 2.5% in Q2 2026, buying an estimated $82.1K and bringing the position to 46,749 shares worth $3.37M. The position accounts for 0.73% of the portfolio, ranked #43.

SWS Partners first reported a position in UBER in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.6M in Q1 2024. 1,207 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • SWS Partners held 46,749 shares of Uber worth $3.37M as of Q2 2026.
  • SWS Partners bought 1,119 Uber shares in Q2 2026, an estimated $82.1K.
  • Uber made up 0.73% of SWS Partners's portfolio in Q2 2026, its #43 holding.
  • SWS Partners first reported a position in Uber in Q2 2020 and has held it in 25 quarters since.
  • SWS Partners's Uber position peaked at $5.6M in Q1 2024.
  • 1,207 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.