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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 		– Sell
-100,000
Closed -$69.9K – 1004
2026
Q1 		$69.9K Buy
100,000
+99,000
+9,900% +$7.62M ﹤0.01% 804
2025
Q4 		$81.7K Sell
1,000
-99,000
-99% -$8.91M ﹤0.01% 945
2025
Q3 		$98K Buy
+100,000
New +$9.35M ﹤0.01% 956

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. 739 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.
  • 739 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.