Rothwell Investment Advisors, LLC’s Uber UBER Stock Holding History

Rothwell Investment Advisors, 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 Q3	$258K	Buy	+3,772	New	+$276K	0.14%	142

Other funds holding UBER

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Rothwell Investment Advisors, LLC's UBER Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Uber (UBER) in Q3 2026: 3,772 shares worth $258K. The stake represents 0.14% of the portfolio and ranks #142 among its holdings.

1,266 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

Rothwell Investment Advisors, LLC held 3,772 shares of Uber worth $258K as of Q3 2026.
Uber was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Uber made up 0.14% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #142 holding.
1,266 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.