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Amplius Wealth Advisors’s Uber UBER Stock Holding History

Amplius 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 		$220K Buy
3,051
+135
+5% +$9.9K 0.02% 197
2026
Q1 		$210K Sell
2,916
-76
-3% -$5.85K 0.02% 169
2025
Q4 		$244K Hold
2,992
– – 0.02% 155
2025
Q3 		$293K Sell
2,992
-938
-24% -$87.7K 0.03% 141
2025
Q2 		$367K Sell
3,930
-210
-5% -$17.3K 0.03% 140
2025
Q1 		$302K Buy
4,140
+145
+4% +$10.4K 0.03% 138
2024
Q4 		$241K Buy
3,995
+101
+3% +$7.21K 0.02% 156
2024
Q3 		$293K Sell
3,894
-23
-0.6% -$1.62K 0.03% 135
2024
Q2 		$285K Buy
3,917
+99
+3% +$6.88K 0.03% 133
2024
Q1 		$294K Sell
3,818
-144
-4% -$10.3K 0.03% 131
2023
Q4 		$244K Buy
+3,962
New +$207K 0.03% 145
2022
Q1 		– Sell
-2,071
Closed -$86K – 849
2021
Q4 		$86K Buy
+2,071
New +$89.3K 0.01% 262

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

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

Amplius Wealth Advisors increased its Uber (UBER) stake by 4.6% in Q2 2026, buying an estimated $9.9K and bringing the position to 3,051 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #197.

Amplius Wealth Advisors first reported a position in UBER in Q4 2021 and has held it in 12 quarters since. The position peaked at $367K in Q2 2025. 671 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Amplius Wealth Advisors held 3,051 shares of Uber worth $220K as of Q2 2026.
  • Amplius Wealth Advisors bought 135 Uber shares in Q2 2026, an estimated $9.9K.
  • Uber made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #197 holding.
  • Amplius Wealth Advisors first reported a position in Uber in Q4 2021 and has held it in 12 quarters since.
  • Amplius Wealth Advisors's Uber position peaked at $367K in Q2 2025.
  • 671 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.