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Advisornet Financial’s Uber UBER Stock Holding History

Advisornet Financial’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
Q4 		– Sell
-1,400
Closed -$37K – 2493
2022
Q3 		$37K Buy
+1,400
New +$38.7K ﹤0.01% 932
2020
Q2 		– Sell
-4,000
Closed -$112K – 1931
2020
Q1 		$112K Buy
+4,000
New +$132K 0.01% 589

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

Advisornet Financial's UBER Position: Q2 2026 in Review

Advisornet Financial increased its Uber (UBER) stake by 5.2% in Q2 2026, buying an estimated $111K and bringing the position to 30,687 shares worth $2.21M. The position accounts for 0.1% of the portfolio, ranked #171.

Advisornet Financial first reported a position in UBER in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.24M in Q1 2021. 1,416 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Advisornet Financial held 30,687 shares of Uber worth $2.21M as of Q2 2026.
  • Advisornet Financial bought 1,510 Uber shares in Q2 2026, an estimated $111K.
  • Uber made up 0.1% of Advisornet Financial's portfolio in Q2 2026, its #171 holding.
  • Advisornet Financial first reported a position in Uber in Q3 2019 and has held it in 28 quarters since.
  • Advisornet Financial's Uber position peaked at $4.24M in Q1 2021.
  • 1,416 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.