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Axxcess Wealth Management’s Uber UBER Stock Holding History

Axxcess 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
Q2 		$3.48M Buy
+48,242
New +$3.54M 0.06% 298
2026
Q1 		– Sell
-34,204
Closed -$2.79M – 957
2025
Q4 		$2.79M Buy
34,204
+16,109
+89% +$1.45M 0.05% 314
2025
Q3 		$1.77M Buy
18,095
+2,225
+14% +$208K 0.04% 343
2025
Q2 		$1.48M Buy
15,870
+37
+0.2% +$3.05K 0.03% 340
2025
Q1 		$1.15M Buy
15,833
+3,550
+29% +$256K 0.03% 360
2024
Q4 		$741K Sell
12,283
-8,158
-40% -$583K 0.02% 472
2024
Q3 		$1.54M Buy
20,441
+1,992
+11% +$140K 0.04% 320
2024
Q2 		$1.34M Buy
18,449
+6,171
+50% +$429K 0.04% 326
2024
Q1 		$945K Buy
12,278
+7,683
+167% +$552K 0.03% 386
2023
Q4 		$283K Sell
4,595
-11,880
-72% -$621K 0.01% 659
2023
Q3 		$758K Buy
16,475
+5,118
+45% +$234K 0.03% 367
2023
Q2 		$490K Buy
11,357
+1,897
+20% +$70.5K 0.04% 352
2023
Q1 		$300K Hold
9,460
– – 0.02% 482
2022
Q4 		$234K Sell
9,460
-548
-5% -$15K 0.02% 510
2022
Q3 		$265K Sell
10,008
-36,088
-78% -$997K 0.03% 430
2022
Q2 		$943K Sell
46,096
-6,229
-12% -$165K 0.09% 196
2022
Q1 		$1.87M Buy
52,325
+1,389
+3% +$49.9K 0.15% 125
2021
Q4 		$2.13M Buy
+50,936
New +$2.2M 0.16% 115

Other funds holding UBER

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM

Axxcess Wealth Management's UBER Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Uber (UBER) in Q2 2026: 48,242 shares worth $3.48M. The stake represents 0.06% of the portfolio and ranks #298 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in UBER as recently as Q4 2025.

Axxcess Wealth Management first reported a position in UBER in Q4 2021 and has held it in 18 quarters since. 1,014 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Axxcess Wealth Management held 48,242 shares of Uber worth $3.48M as of Q2 2026.
  • Uber was a new Axxcess Wealth Management position in Q2 2026.
  • Uber made up 0.06% of Axxcess Wealth Management's portfolio in Q2 2026, its #298 holding.
  • Axxcess Wealth Management first reported a position in Uber in Q4 2021 and has held it in 18 quarters since.
  • 1,014 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.