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ZWJ Investment Counsel’s Uber UBER Stock Holding History

ZWJ Investment Counsel’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 		$42.2M Buy
585,407
+166,927
+40% +$12.2M 1.37% 27
2026
Q1 		$30.1M Buy
418,480
+64,794
+18% +$4.99M 1.09% 36
2025
Q4 		$28.9M Buy
353,686
+9,052
+3% +$815K 1.04% 36
2025
Q3 		$33.8M Buy
344,634
+972
+0.3% +$90.9K 1.19% 33
2025
Q2 		$32.1M Buy
343,662
+22,019
+7% +$1.81M 1.19% 35
2025
Q1 		$23.4M Buy
321,643
+42,466
+15% +$3.06M 0.95% 43
2024
Q4 		$16.8M Buy
279,177
+190,003
+213% +$13.6M 0.7% 46
2024
Q3 		$6.7M Buy
+89,174
New +$6.28M 0.27% 60

Other funds holding UBER

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

ZWJ Investment Counsel's UBER Position: Q2 2026 in Review

ZWJ Investment Counsel increased its Uber (UBER) stake by 40% in Q2 2026, buying an estimated $12.2M and bringing the position to 585,407 shares worth $42.2M. The position accounts for 1.37% of the portfolio, ranked #27.

ZWJ Investment Counsel first reported a position in UBER in Q3 2024 and has held it in 8 quarters since. 1,268 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • ZWJ Investment Counsel held 585,407 shares of Uber worth $42.2M as of Q2 2026.
  • ZWJ Investment Counsel bought 166,927 Uber shares in Q2 2026, an estimated $12.2M.
  • Uber made up 1.37% of ZWJ Investment Counsel's portfolio in Q2 2026, its #27 holding.
  • ZWJ Investment Counsel first reported a position in Uber in Q3 2024 and has held it in 8 quarters since.
  • 1,268 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.