Aviso Wealth Management’s Uber UBER Stock Holding History

Aviso Wealth Management’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	$2.77M	Sell	40,495 -2,216	-5%	-$162K	1.06%	24
2026 Q2	$3.08M	Sell	42,711 -1,447	-3%	-$106K	1.05%	23
2026 Q1	$3.18M	Sell	44,158 -68	-0.2%	-$5.23K	1.43%	19
2025 Q4	$3.61M	Buy	44,226 +586	+1%	+$52.8K	1.52%	17
2025 Q3	$4.28M	Buy	43,640 +4,280	+11%	+$400K	1.86%	12
2025 Q2	$3.67M	Sell	39,360 -3,299	-8%	-$272K	1.71%	12
2025 Q1	$3.11M	Buy	42,659 +1,933	+5%	+$139K	1.65%	11
2024 Q4	$2.46M	Buy	40,726 +10,103	+33%	+$721K	1.25%	14
2024 Q3	$2.3M	Buy	+30,623	New	+$2.16M	1.25%	15

Other funds holding UBER

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Aviso Wealth Management's UBER Position: Q3 2026 in Review

Aviso Wealth Management reduced its Uber (UBER) stake by 5.2% in Q3 2026, selling an estimated $162K and leaving 40,495 shares worth $2.77M. The position accounts for 1.06% of the portfolio, ranked #24.

Aviso Wealth Management first reported a position in UBER in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.28M in Q3 2025. 1,266 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

Aviso Wealth Management held 40,495 shares of Uber worth $2.77M as of Q3 2026.
Aviso Wealth Management sold 2,216 Uber shares in Q3 2026, an estimated $162K.
Uber made up 1.06% of Aviso Wealth Management's portfolio in Q3 2026, its #24 holding.
Aviso Wealth Management first reported a position in Uber in Q3 2024 and has held it in 9 quarters since.
Aviso Wealth Management's Uber position peaked at $4.28M in Q3 2025.
1,266 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.