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B. Riley Wealth Advisors’s Uber UBER Stock Holding History

B. Riley 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
Q2 		$6.31M Sell
83,572
-44,810
-35% -$3.29M 0.34% 68
2026
Q1 		$8.98M Sell
128,382
-39,681
-24% -$3.05M 0.57% 32
2025
Q4 		$13.7M Buy
168,063
+3,890
+2% +$350K 0.63% 24
2025
Q3 		$16.1M Sell
164,173
-2,061
-1% -$193K 0.74% 23
2025
Q2 		$15.5M Buy
+166,234
New +$13.7M 0.73% 21
2024
Q4 		$11.1M Buy
184,165
+315
+0.2% +$22.5K 0.36% 54
2024
Q3 		$13.6M Sell
183,850
-8,877
-5% -$625K 0.38% 48
2024
Q2 		$14M Sell
192,727
-2,279
-1% -$158K 0.36% 50
2024
Q1 		$8.97M Sell
195,006
-24,078
-11% -$1.73M 0.24% 80
2023
Q4 		$13.5M Buy
219,084
+24,078
+12% +$1.26M 0.36% 47
2023
Q3 		$8.97M Sell
195,006
-1,997
-1% -$91.2K 0.24% 80
2023
Q2 		$8.5M Buy
197,003
+33,113
+20% +$1.23M 0.19% 107
2023
Q1 		$5.2M Buy
163,890
+96,744
+144% +$3.07M 0.14% 165
2022
Q4 		$1.66M Sell
67,146
-29,459
-30% -$806K 0.05% 386
2022
Q3 		$2.56M Buy
96,605
+6,341
+7% +$175K 0.08% 255
2022
Q2 		$1.85M Sell
90,264
-7,411
-8% -$197K 0.08% 264
2022
Q1 		$3.49M Buy
97,675
+4,200
+4% +$151K 0.11% 188
2021
Q4 		$3.92M Sell
93,475
-5,471
-6% -$236K 0.11% 196
2021
Q3 		$4.43M Buy
98,946
+11,331
+13% +$495K 0.14% 160
2021
Q2 		$4.39M Buy
87,615
+2,617
+3% +$137K 0.14% 169
2021
Q1 		$4.63M Buy
84,998
+15,912
+23% +$888K 0.16% 146
2020
Q4 		$3.52M Sell
69,086
-1,967
-3% -$88.2K 0.19% 123
2020
Q3 		$2.58M Buy
71,053
+16,158
+29% +$533K 0.14% 166
2020
Q2 		$1.71M Buy
54,895
+9,034
+20% +$282K 0.11% 192
2020
Q1 		$1.28M Buy
45,861
+21,166
+86% +$697K 0.11% 193
2019
Q4 		$736K Buy
24,695
+12,553
+103% +$372K 0.06% 307
2019
Q3 		$371K Sell
12,142
-1,678
-12% -$63.1K 0.04% 516
2019
Q2 		$642K Buy
+13,820
New +$587K 0.07% 290

Other funds holding UBER

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

B. Riley Wealth Advisors's UBER Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Uber (UBER) stake by 35% in Q2 2026, selling an estimated $3.29M and leaving 83,572 shares worth $6.31M. The position accounts for 0.34% of the portfolio, ranked #68.

B. Riley Wealth Advisors first reported a position in UBER in Q2 2019 and has held it in 28 quarters since. The position peaked at $16.1M in Q3 2025. 700 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • B. Riley Wealth Advisors held 83,572 shares of Uber worth $6.31M as of Q2 2026.
  • B. Riley Wealth Advisors sold 44,810 Uber shares in Q2 2026, an estimated $3.29M.
  • Uber made up 0.34% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • B. Riley Wealth Advisors first reported a position in Uber in Q2 2019 and has held it in 28 quarters since.
  • B. Riley Wealth Advisors's Uber position peaked at $16.1M in Q3 2025.
  • 700 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.