Turtle Creek Wealth Advisors’s Uber UBER Stock Holding History

Turtle Creek Wealth 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
2026 Q2	$657K	Sell	9,101 -264	-3%	-$19.4K	0.03%	228
2026 Q1	$674K	Sell	9,365 -1,318	-12%	-$101K	0.05%	186
2025 Q4	$873K	Buy	10,683 +261	+3%	+$23.5K	0.07%	170
2025 Q3	$1.02M	Buy	10,422 +4,229	+68%	+$395K	0.09%	133
2025 Q2	$578K	Buy	+6,193	New	+$510K	0.07%	159
2024 Q4	–	Sell	-2,857	Closed	-$215K	–	157
2024 Q3	$215K	Buy	+2,857	New	+$201K	0.04%	170
2024 Q1	–	Sell	-659	Closed	-$40.6K	–	773
2023 Q4	$40.6K	Buy	+659	New	+$34.5K	0.01%	297

Other funds holding UBER

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Turtle Creek Wealth Advisors's UBER Position: Q2 2026 in Review

Turtle Creek Wealth Advisors reduced its Uber (UBER) stake by 2.8% in Q2 2026, selling an estimated $19.4K and leaving 9,101 shares worth $657K. The position accounts for 0.03% of the portfolio, ranked #228.

Turtle Creek Wealth Advisors first reported a position in UBER in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.02M in Q3 2025. 1,138 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Turtle Creek Wealth Advisors held 9,101 shares of Uber worth $657K as of Q2 2026.
Turtle Creek Wealth Advisors sold 264 Uber shares in Q2 2026, an estimated $19.4K.
Uber made up 0.03% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #228 holding.
Turtle Creek Wealth Advisors first reported a position in Uber in Q4 2023 and has held it in 7 quarters since.
Turtle Creek Wealth Advisors's Uber position peaked at $1.02M in Q3 2025.
1,138 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.