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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
2025
Q4 		– Sell
-1,500
Closed -$147K – 908
2025
Q3 		$147K Buy
+1,500
New +$140K ﹤0.01% 775

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