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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
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

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

AGH Wealth Advisors's UBER Position: Q2 2026 in Review

AGH Wealth Advisors increased its Uber (UBER) stake by 9.5% in Q2 2026, buying an estimated $36.4K and bringing the position to 5,753 shares worth $415K. The position accounts for 0.26% of the portfolio, ranked #76.

AGH Wealth Advisors first reported a position in UBER in Q4 2024 and has held it in 7 quarters since. The position peaked at $516K in Q3 2025. 671 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • AGH Wealth Advisors held 5,753 shares of Uber worth $415K as of Q2 2026.
  • AGH Wealth Advisors bought 497 Uber shares in Q2 2026, an estimated $36.4K.
  • Uber made up 0.26% of AGH Wealth Advisors's portfolio in Q2 2026, its #76 holding.
  • AGH Wealth Advisors first reported a position in Uber in Q4 2024 and has held it in 7 quarters since.
  • AGH Wealth Advisors's Uber position peaked at $516K in Q3 2025.
  • 671 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.