Accurate Wealth Management
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Accurate Wealth Management’s Uber UBER Stock Holding History

Accurate 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
Q3 		$579K Buy
8,123
+353
+5% +$25.8K 0.05% 346
2026
Q2 		$579K Buy
7,770
+2,498
+47% +$183K 0.06% 317
2026
Q1 		$372K Sell
5,272
-2,831
-35% -$218K 0.04% 376
2025
Q4 		$693K Sell
8,103
-976
-11% -$87.9K 0.09% 237
2025
Q3 		$856K Buy
9,079
+3,183
+54% +$298K 0.11% 195
2025
Q2 		$568K Buy
5,896
+538
+10% +$44.3K 0.09% 236
2025
Q1 		$387K Buy
5,358
+526
+11% +$37.9K 0.07% 236
2024
Q4 		$319K Buy
4,832
+688
+17% +$49.1K 0.06% 285
2024
Q3 		$345K Buy
4,144
+874
+27% +$61.5K 0.07% 268
2024
Q2 		$236K Sell
3,270
-1,152
-26% -$80.1K 0.06% 289
2024
Q1 		$306K Buy
4,422
+804
+22% +$57.7K 0.09% 207
2023
Q4 		$230K Buy
+3,618
New +$189K 0.07% 245
2023
Q1 		– Sell
-1,702
Closed -$47.7K – 1383
2022
Q4 		$47.7K Buy
+1,702
New +$46.6K 0.02% 465

Other funds holding UBER

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Accurate Wealth Management's UBER Position: Q3 2026 in Review

Accurate Wealth Management increased its Uber (UBER) stake by 4.5% in Q3 2026, buying an estimated $25.8K and bringing the position to 8,123 shares worth $579K. The position accounts for 0.05% of the portfolio, ranked #346.

Accurate Wealth Management first reported a position in UBER in Q4 2022 and has held it in 13 quarters since. The position peaked at $856K in Q3 2025. 1,472 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • Accurate Wealth Management held 8,123 shares of Uber worth $579K as of Q3 2026.
  • Accurate Wealth Management bought 353 Uber shares in Q3 2026, an estimated $25.8K.
  • Uber made up 0.05% of Accurate Wealth Management's portfolio in Q3 2026, its #346 holding.
  • Accurate Wealth Management first reported a position in Uber in Q4 2022 and has held it in 13 quarters since.
  • Accurate Wealth Management's Uber position peaked at $856K in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.