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Avidian Wealth Enterprises’s Uber UBER Stock Holding History

Avidian Wealth Enterprises’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 		$984K Buy
14,367
+1,250
+10% +$91.4K 0.03% 338
2026
Q2 		$947K Buy
13,117
+1,131
+9% +$82.9K 0.03% 334
2026
Q1 		$862K Buy
11,986
+5,714
+91% +$440K 0.03% 316
2025
Q4 		$513K Sell
6,272
-45
-0.7% -$4.05K 0.02% 370
2025
Q3 		$619K Buy
6,317
+161
+3% +$15.1K 0.02% 322
2025
Q2 		$574K Sell
6,156
-176
-3% -$14.5K 0.02% 303
2025
Q1 		$461K Buy
+6,332
New +$456K 0.02% 324
2024
Q4 		– Sell
-3,880
Closed -$292K – 540
2024
Q3 		$292K Buy
+3,880
New +$273K 0.01% 402
2022
Q2 		– Sell
-7,944
Closed -$283K – 502
2022
Q1 		$283K Buy
7,944
+843
+12% +$30.3K 0.02% 402
2021
Q4 		$298K Buy
7,101
+1,973
+38% +$85.1K 0.02% 406
2021
Q3 		$230K Buy
+5,128
New +$224K 0.02% 339
2021
Q2 		– Sell
-3,940
Closed -$215K – 416
2021
Q1 		$215K Hold
3,940
– – 0.02% 332
2020
Q4 		$201K Buy
+3,940
New +$177K 0.02% 306

Other funds holding UBER

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
PBBUPS
PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Avidian Wealth Enterprises's UBER Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Uber (UBER) stake by 9.5% in Q3 2026, buying an estimated $91.4K and bringing the position to 14,367 shares worth $984K. The position accounts for 0.03% of the portfolio, ranked #338.

Avidian Wealth Enterprises first reported a position in UBER in Q4 2020 and has held it in 13 quarters since. 104 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • Avidian Wealth Enterprises held 14,367 shares of Uber worth $984K as of Q3 2026.
  • Avidian Wealth Enterprises bought 1,250 Uber shares in Q3 2026, an estimated $91.4K.
  • Uber made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #338 holding.
  • Avidian Wealth Enterprises first reported a position in Uber in Q4 2020 and has held it in 13 quarters since.
  • 104 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.