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Wellspring Financial Advisors’s Uber UBER Stock Holding History

Wellspring 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
2026
Q2 		– Sell
-3,087
Closed -$222K – 308
2026
Q1 		$222K Sell
3,087
-86
-3% -$6.62K 0.02% 256
2025
Q4 		$259K Buy
3,173
+193
+6% +$17.4K 0.02% 224
2025
Q3 		$292K Buy
2,980
+21
+0.7% +$1.96K 0.03% 121
2025
Q2 		$276K Buy
+2,959
New +$244K 0.03% 117

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

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

Wellspring Financial Advisors sold out of Uber (UBER) in Q2 2026, closing a stake of 3,087 shares — an estimated $222K sold.

Wellspring Financial Advisors first reported a position in UBER in Q2 2025 and held it in 4 quarters. The position peaked at $292K in Q3 2025. 817 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Wellspring Financial Advisors reported no remaining Uber position as of Q2 2026 after selling out during the quarter.
  • Wellspring Financial Advisors sold 3,087 Uber shares in Q2 2026, an estimated $222K.
  • Wellspring Financial Advisors first reported a position in Uber in Q2 2025 and held it in 4 quarters.
  • Wellspring Financial Advisors's Uber position peaked at $292K in Q3 2025.
  • 817 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.