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Valeo Financial Advisors’s Uber UBER Stock Holding History

Valeo 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
2026
Q3 		$1.62M Sell
23,653
-436
-2% -$31.9K 0.03% 213
2026
Q2 		$1.74M Sell
24,089
-436
-2% -$32K 0.04% 209
2026
Q1 		$1.76M Sell
24,525
-18,246
-43% -$1.4M 0.04% 175
2025
Q4 		$3.49M Sell
42,771
-5,976
-12% -$538K 0.08% 122
2025
Q3 		$4.78M Sell
48,747
-157
-0.3% -$14.7K 0.11% 92
2025
Q2 		$4.56M Sell
48,904
-9,657
-16% -$795K 0.11% 96
2025
Q1 		$3.51M Buy
58,561
+19,054
+48% +$1.37M 0.1% 96
2024
Q4 		$1.76M Buy
39,507
+13,872
+54% +$991K 0.05% 166
2024
Q3 		$1.93M Sell
25,635
-152
-0.6% -$10.7K 0.05% 159
2024
Q2 		$1.87M Buy
25,787
+1,220
+5% +$84.8K 0.06% 153
2024
Q1 		$1.7M Buy
24,567
+3,978
+19% +$286K 0.06% 162
2023
Q4 		$1.27M Sell
20,589
-2,335
-10% -$122K 0.05% 193
2023
Q3 		$1.05M Buy
22,924
+3,228
+16% +$147K 0.05% 198
2023
Q2 		$850K Sell
19,696
-2,829
-13% -$105K 0.04% 225
2023
Q1 		$714K Buy
22,525
+1,491
+7% +$47.3K 0.03% 266
2022
Q4 		$520K Sell
21,034
-26,692
-56% -$730K 0.03% 280
2022
Q3 		$1.26M Sell
47,726
-1,189
-2% -$32.9K 0.08% 147
2022
Q2 		$1M Buy
48,915
+13,369
+38% +$355K 0.06% 162
2022
Q1 		$1.27M Buy
35,546
+1,987
+6% +$71.4K 0.06% 173
2021
Q4 		$1.41M Buy
33,559
+1,666
+5% +$71.8K 0.08% 144
2021
Q3 		$1.43M Buy
31,893
+19,391
+155% +$847K 0.08% 145
2021
Q2 		$627K Buy
12,502
+2,278
+22% +$119K 0.04% 229
2021
Q1 		$557K Buy
10,224
+197
+2% +$11K 0.03% 259
2020
Q4 		$511K Buy
10,027
+2,579
+35% +$116K 0.03% 242
2020
Q3 		$272K Sell
7,448
-1,463
-16% -$48.3K 0.02% 271
2020
Q2 		$277K Buy
8,911
+689
+8% +$21.5K 0.03% 267
2020
Q1 		$223K Buy
8,222
+3,175
+63% +$104K 0.02% 278
2019
Q4 		$150K Buy
5,047
+1,169
+30% +$34.7K 0.01% 376
2019
Q3 		$118K Buy
+3,878
New +$146K 0.01% 396

Other funds holding UBER

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
PBBUPS
PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Valeo Financial Advisors's UBER Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Uber (UBER) stake by 1.8% in Q3 2026, selling an estimated $31.9K and leaving 23,653 shares worth $1.62M. The position accounts for 0.03% of the portfolio, ranked #213.

Valeo Financial Advisors first reported a position in UBER in Q3 2019 and has held it in 29 quarters since. The position peaked at $4.78M in Q3 2025. 104 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • Valeo Financial Advisors held 23,653 shares of Uber worth $1.62M as of Q3 2026.
  • Valeo Financial Advisors sold 436 Uber shares in Q3 2026, an estimated $31.9K.
  • Uber made up 0.03% of Valeo Financial Advisors's portfolio in Q3 2026, its #213 holding.
  • Valeo Financial Advisors first reported a position in Uber in Q3 2019 and has held it in 29 quarters since.
  • Valeo Financial Advisors's Uber position peaked at $4.78M in Q3 2025.
  • 104 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.