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RAFFA WEALTH MANAGEMENT, LLC’s Uber UBER Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$28.7K Buy
398
+30
+8% +$2.2K ﹤0.01% 237
2026
Q1 		$26.5K Buy
368
+5
+1% +$385 ﹤0.01% 231
2025
Q4 		$29.7K Buy
363
+85
+31% +$7.65K ﹤0.01% 213
2025
Q3 		$27.2K Sell
278
-45
-14% -$4.21K ﹤0.01% 221
2025
Q2 		$30.1K Buy
323
+45
+16% +$3.7K 0.01% 215
2025
Q1 		$20.3K Hold
278
– – ﹤0.01% 226
2024
Q4 		$16.8K Buy
278
+108
+64% +$7.71K ﹤0.01% 245
2024
Q3 		$12.8K Sell
170
-110
-39% -$7.74K ﹤0.01% 282
2024
Q2 		$20.4K Buy
280
+110
+65% +$7.64K 0.01% 319
2024
Q1 		$13.1K Hold
170
– – ﹤0.01% 382
2023
Q4 		$10.5K Hold
170
– – ﹤0.01% 287
2023
Q3 		$7.82K Hold
170
– – ﹤0.01% 314
2023
Q2 		$7.34K Hold
170
– – ﹤0.01% 328
2023
Q1 		$5.39K Hold
170
– – ﹤0.01% 388
2022
Q4 		$4.2K Sell
170
-23
-12% -$629 ﹤0.01% 419
2022
Q3 		$5.12K Buy
193
+23
+14% +$635 ﹤0.01% 381
2022
Q2 		$3.48K Hold
170
– – ﹤0.01% 470
2022
Q1 		$6.07K Hold
170
– – ﹤0.01% 370
2021
Q4 		$7.13K Buy
170
+60
+55% +$2.59K ﹤0.01% 358
2021
Q3 		$4.93K Hold
110
– – ﹤0.01% 381
2021
Q2 		$5.51K Sell
110
-344
-76% -$18K ﹤0.01% 360
2021
Q1 		$24.4K Buy
454
+29
+7% +$1.62K 0.01% 181
2020
Q4 		$21.7K Sell
425
-17
-4% -$762 0.01% 179
2020
Q3 		$16.1K Sell
442
-67
-13% -$2.21K 0.01% 190
2020
Q2 		$15.8K Hold
509
– – 0.01% 190
2020
Q1 		$14.2K Buy
509
+460
+939% +$15.1K 0.01% 179
2019
Q4 		$1.46K Buy
+49
New +$1.45K ﹤0.01% 486

Other funds holding UBER

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

RAFFA WEALTH MANAGEMENT, LLC's UBER Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Uber (UBER) stake by 8.2% in Q2 2026, buying an estimated $2.2K and bringing the position to 398 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in UBER in Q4 2019 and has held it in 27 quarters since. The position peaked at $30.1K in Q2 2025. 802 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 398 shares of Uber worth $28.7K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 30 Uber shares in Q2 2026, an estimated $2.2K.
  • Uber made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #237 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Uber in Q4 2019 and has held it in 27 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Uber position peaked at $30.1K in Q2 2025.
  • 802 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.