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
2025 Q4	–	Sell	-2,000	Closed	-$196K	–	907
2025 Q3	$196K	Buy	2,000 +1,500	+300%	+$140K	﹤0.01%	762
2025 Q2	$27.4K	Buy	+500	New	+$41.2K	﹤0.01%	763
2022 Q2	–	Sell	-2,400	Closed	-$86K	–	647
2022 Q1	$86K	Hold	2,400	–	–	﹤0.01%	582
2021 Q4	$101K	Buy	2,400 +800	+50%	+$34.5K	0.01%	549
2021 Q3	$72K	Buy	1,600 +1,400	+700%	+$61.2K	﹤0.01%	544
2021 Q2	$10K	Sell	200 -200	-50%	-$10.4K	﹤0.01%	512
2021 Q1	$21K	Buy	+400	New	+$22.3K	﹤0.01%	1150

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

Valeo Financial Advisors's UBER Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Uber (UBER) stake by 1.8% in Q2 2026, selling an estimated $32K and leaving 24,089 shares worth $1.74M. The position accounts for 0.04% of the portfolio, ranked #209.

Valeo Financial Advisors first reported a position in UBER in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.78M in Q3 2025. 1,138 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Valeo Financial Advisors held 24,089 shares of Uber worth $1.74M as of Q2 2026.
Valeo Financial Advisors sold 436 Uber shares in Q2 2026, an estimated $32K.
Uber made up 0.04% of Valeo Financial Advisors's portfolio in Q2 2026, its #209 holding.
Valeo Financial Advisors first reported a position in Uber in Q3 2019 and has held it in 28 quarters since.
Valeo Financial Advisors's Uber position peaked at $4.78M in Q3 2025.
1,138 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.