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Atwood & Palmer’s Uber UBER Stock Holding History

Atwood & Palmer’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 		$13.3M Buy
194,658
+8,256
+4% +$604K 0.68% 46
2026
Q2 		$13.5M Buy
186,402
+4,411
+2% +$323K 0.72% 45
2026
Q1 		$13.1M Buy
181,991
+4,301
+2% +$331K 0.74% 45
2025
Q4 		$14.5M Buy
177,690
+1,383
+0.8% +$125K 0.83% 45
2025
Q3 		$17.3M Buy
176,307
+1,237
+0.7% +$116K 1.01% 44
2025
Q2 		$16.3M Buy
175,070
+4,480
+3% +$369K 1.02% 42
2025
Q1 		$12.4M Buy
170,590
+169,583
+16,840% +$12.2M 0.86% 45
2024
Q4 		$60.7K Sell
1,007
-19
-2% -$1.36K ﹤0.01% 210
2024
Q3 		$77.1K Buy
1,026
+26
+3% +$1.83K 0.01% 202
2024
Q2 		$72.7K Hold
1,000
– – 0.01% 206
2024
Q1 		$77K Hold
1,000
– – 0.01% 199
2023
Q4 		$61.6K Buy
+1,000
New +$52.3K 0.01% 213
2021
Q2 		– Sell
-500
Closed -$27K – 452
2021
Q1 		$27K Buy
+500
New +$27.9K ﹤0.01% 264
2019
Q4 		– Sell
-200
Closed -$6K – 304
2019
Q3 		$6K Buy
200
+100
+100% +$3.76K ﹤0.01% 270
2019
Q2 		$5K Buy
+100
New +$4.25K ﹤0.01% 272

Other funds holding UBER

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return

Atwood & Palmer's UBER Position: Q3 2026 in Review

Atwood & Palmer increased its Uber (UBER) stake by 4.4% in Q3 2026, buying an estimated $604K and bringing the position to 194,658 shares worth $13.3M. The position accounts for 0.68% of the portfolio, ranked #46.

Atwood & Palmer first reported a position in UBER in Q2 2019 and has held it in 15 quarters since. The position peaked at $17.3M in Q3 2025. 72 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • Atwood & Palmer held 194,658 shares of Uber worth $13.3M as of Q3 2026.
  • Atwood & Palmer bought 8,256 Uber shares in Q3 2026, an estimated $604K.
  • Uber made up 0.68% of Atwood & Palmer's portfolio in Q3 2026, its #46 holding.
  • Atwood & Palmer first reported a position in Uber in Q2 2019 and has held it in 15 quarters since.
  • Atwood & Palmer's Uber position peaked at $17.3M in Q3 2025.
  • 72 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.