Amplius Wealth Advisors
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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
Q3 		$251K Buy
3,660
+609
+20% +$44.5K 0.02% 187
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Amplius Wealth Advisors increased its Uber (UBER) stake by 20% in Q3 2026, buying an estimated $44.5K and bringing the position to 3,660 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #187.

Amplius Wealth Advisors first reported a position in UBER in Q4 2021 and has held it in 13 quarters since. The position peaked at $367K in Q2 2025. 1,472 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • Amplius Wealth Advisors held 3,660 shares of Uber worth $251K as of Q3 2026.
  • Amplius Wealth Advisors bought 609 Uber shares in Q3 2026, an estimated $44.5K.
  • Uber made up 0.02% of Amplius Wealth Advisors's portfolio in Q3 2026, its #187 holding.
  • Amplius Wealth Advisors first reported a position in Uber in Q4 2021 and has held it in 13 quarters since.
  • Amplius Wealth Advisors's Uber position peaked at $367K in Q2 2025.
  • 1,472 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.