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Venturi Wealth Management’s Uber UBER Stock Holding History

Venturi Wealth Management’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 		$322K Sell
4,461
-886
-17% -$65K 0.01% 485
2026
Q1 		$385K Sell
5,347
-58
-1% -$4.46K 0.02% 413
2025
Q4 		$442K Buy
5,405
+412
+8% +$37.1K 0.02% 379
2025
Q3 		$489K Buy
4,993
+315
+7% +$29.5K 0.02% 337
2025
Q2 		$436K Buy
4,678
+1,476
+46% +$122K 0.02% 352
2025
Q1 		$233K Buy
3,202
+17
+0.5% +$1.23K 0.01% 511
2024
Q4 		$192K Buy
3,185
+1,150
+57% +$82.1K 0.01% 559
2024
Q3 		$153K Buy
2,035
+585
+40% +$41.2K 0.01% 476
2024
Q2 		$105K Buy
1,450
+563
+63% +$39.1K 0.01% 498
2024
Q1 		$68.3K Sell
887
-297
-25% -$21.3K ﹤0.01% 462
2023
Q4 		$72.9K Buy
1,184
+804
+212% +$42.1K 0.01% 449
2023
Q3 		$17.5K Hold
380
– – ﹤0.01% 660
2023
Q2 		$16.4K Buy
380
+75
+25% +$2.79K ﹤0.01% 588
2023
Q1 		$9.67K Buy
+305
New +$9.67K ﹤0.01% 718

Other funds holding UBER

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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Venturi Wealth Management's UBER Position: Q2 2026 in Review

Venturi Wealth Management reduced its Uber (UBER) stake by 17% in Q2 2026, selling an estimated $65K and leaving 4,461 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #485.

Venturi Wealth Management first reported a position in UBER in Q1 2023 and has held it in 14 quarters since. The position peaked at $489K in Q3 2025. 542 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Venturi Wealth Management held 4,461 shares of Uber worth $322K as of Q2 2026.
  • Venturi Wealth Management sold 886 Uber shares in Q2 2026, an estimated $65K.
  • Uber made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #485 holding.
  • Venturi Wealth Management first reported a position in Uber in Q1 2023 and has held it in 14 quarters since.
  • Venturi Wealth Management's Uber position peaked at $489K in Q3 2025.
  • 542 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.