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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
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

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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

Accurate Wealth Management increased its Uber (UBER) stake by 47% in Q2 2026, buying an estimated $183K and bringing the position to 7,770 shares worth $579K. The position accounts for 0.06% of the portfolio, ranked #317.

Accurate Wealth Management first reported a position in UBER in Q4 2022 and has held it in 12 quarters since. The position peaked at $856K in Q3 2025. 827 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Accurate Wealth Management held 7,770 shares of Uber worth $579K as of Q2 2026.
  • Accurate Wealth Management bought 2,498 Uber shares in Q2 2026, an estimated $183K.
  • Uber made up 0.06% of Accurate Wealth Management's portfolio in Q2 2026, its #317 holding.
  • Accurate Wealth Management first reported a position in Uber in Q4 2022 and has held it in 12 quarters since.
  • Accurate Wealth Management's Uber position peaked at $856K in Q3 2025.
  • 827 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.