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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

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.