AGH Wealth Advisors’s Uber UBER Stock Holding History

AGH Wealth Advisors’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	$415K	Buy	6,053 +300	+5%	+$21.9K	0.24%	80
2026 Q2	$415K	Buy	5,753 +497	+9%	+$36.4K	0.26%	76
2026 Q1	$378K	Buy	5,256 +231	+5%	+$17.8K	0.28%	69
2025 Q4	$411K	Sell	5,025 -239	-5%	-$21.5K	0.31%	62
2025 Q3	$516K	Buy	5,264 +451	+9%	+$42.2K	0.38%	56
2025 Q2	$449K	Sell	4,813 -235	-5%	-$19.3K	0.37%	57
2025 Q1	$368K	Buy	5,048 +844	+20%	+$60.8K	0.35%	65
2024 Q4	$254K	Buy	+4,204	New	+$300K	0.24%	93

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

AGH Wealth Advisors's UBER Position: Q3 2026 in Review

AGH Wealth Advisors increased its Uber (UBER) stake by 5.2% in Q3 2026, buying an estimated $21.9K and bringing the position to 6,053 shares worth $415K. The position accounts for 0.24% of the portfolio, ranked #80.

AGH Wealth Advisors first reported a position in UBER in Q4 2024 and has held it in 8 quarters since. The position peaked at $516K in Q3 2025. 1,266 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

AGH Wealth Advisors held 6,053 shares of Uber worth $415K as of Q3 2026.
AGH Wealth Advisors bought 300 Uber shares in Q3 2026, an estimated $21.9K.
Uber made up 0.24% of AGH Wealth Advisors's portfolio in Q3 2026, its #80 holding.
AGH Wealth Advisors first reported a position in Uber in Q4 2024 and has held it in 8 quarters since.
AGH Wealth Advisors's Uber position peaked at $516K in Q3 2025.
1,266 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on AGH Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.