XWM
UBER icon

Xcel Wealth Management’s Uber UBER Stock Holding History

Xcel 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 		$2.36M Sell
32,738
-13,671
-29% -$1M 0.56% 41
2026
Q1 		$3.34M Sell
46,409
-6,687
-13% -$515K 0.92% 28
2025
Q4 		$4.34M Sell
53,096
-150
-0.3% -$13.5K 1.1% 22
2025
Q3 		$5.22M Sell
53,246
-1,135
-2% -$106K 1.36% 19
2025
Q2 		$5.07M Sell
54,381
-1,019
-2% -$83.9K 1.44% 18
2025
Q1 		$4.04M Sell
55,400
-825
-1% -$59.4K 1.26% 24
2024
Q4 		$3.39M Sell
56,225
-11,120
-17% -$794K 0.94% 27
2024
Q3 		$5.06M Sell
67,345
-3,200
-5% -$225K 1.48% 19
2024
Q2 		$5.13M Sell
70,545
-7,575
-10% -$526K 1.61% 17
2024
Q1 		$6.01M Sell
78,120
-65,794
-46% -$4.72M 1.88% 15
2023
Q4 		$8.86M Sell
143,914
-19,314
-12% -$1.01M 3.11% 9
2023
Q3 		$7.51M Sell
163,228
-17,483
-10% -$799K 2.96% 10
2023
Q2 		$7.8M Buy
180,711
+1,976
+1% +$73.5K 2.46% 12
2023
Q1 		$5.67M Buy
178,735
+22,955
+15% +$728K 1.99% 16
2022
Q4 		$3.85M Sell
155,780
-26,600
-15% -$728K 1.52% 19
2022
Q3 		$4.83M Sell
182,380
-20,024
-10% -$553K 1.8% 17
2022
Q2 		$4.14M Buy
202,404
+7,057
+4% +$187K 1.51% 18
2022
Q1 		$6.97M Buy
195,347
+35,125
+22% +$1.26M 1.91% 16
2021
Q4 		$6.72M Buy
160,222
+20,202
+14% +$871K 1.73% 19
2021
Q3 		$6.27M Buy
140,020
+48,462
+53% +$2.12M 1.82% 19
2021
Q2 		$4.59M Buy
91,558
+11,076
+14% +$579K 1.39% 24
2021
Q1 		$4.39M Buy
80,482
+1,410
+2% +$78.7K 1.56% 21
2020
Q4 		$4.03M Buy
79,072
+1,691
+2% +$75.8K 1.74% 19
2020
Q3 		$2.82M Buy
77,381
+2,300
+3% +$75.9K 1.45% 22
2020
Q2 		$2.33M Buy
75,081
+51,646
+220% +$1.61M 1.45% 22
2020
Q1 		$654K Buy
+23,435
New +$771K 0.59% 43

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
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

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

Xcel Wealth Management reduced its Uber (UBER) stake by 29% in Q2 2026, selling an estimated $1M and leaving 32,738 shares worth $2.36M. The position accounts for 0.56% of the portfolio, ranked #41.

Xcel Wealth Management first reported a position in UBER in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.86M in Q4 2023. 894 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Xcel Wealth Management held 32,738 shares of Uber worth $2.36M as of Q2 2026.
  • Xcel Wealth Management sold 13,671 Uber shares in Q2 2026, an estimated $1M.
  • Uber made up 0.56% of Xcel Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Xcel Wealth Management first reported a position in Uber in Q1 2020 and has held it in 26 quarters since.
  • Xcel Wealth Management's Uber position peaked at $8.86M in Q4 2023.
  • 894 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.