ZIG
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Zullo Investment Group’s Uber UBER Stock Holding History

Zullo Investment Group’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
2022
Q1 		– Sell
-2,000
Closed -$84K – 833
2021
Q4 		$84K Buy
+2,000
New +$86.2K 0.04% 241

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM

Zullo Investment Group's UBER Position: Q2 2026 in Review

Zullo Investment Group reduced its Uber (UBER) stake by 12% in Q2 2026, selling an estimated $118K and leaving 11,978 shares worth $864K. The position accounts for 0.29% of the portfolio, ranked #68.

Zullo Investment Group first reported a position in UBER in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.57M in Q3 2025. 1,416 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Zullo Investment Group held 11,978 shares of Uber worth $864K as of Q2 2026.
  • Zullo Investment Group sold 1,607 Uber shares in Q2 2026, an estimated $118K.
  • Uber made up 0.29% of Zullo Investment Group's portfolio in Q2 2026, its #68 holding.
  • Zullo Investment Group first reported a position in Uber in Q4 2021 and has held it in 19 quarters since.
  • Zullo Investment Group's Uber position peaked at $1.57M in Q3 2025.
  • 1,416 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.