Baldwin Wealth Partners
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Baldwin Wealth Partners’s Uber UBER Stock Holding History

Baldwin Wealth Partners’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 		$1.47M Sell
21,411
-3,651
-15% -$267K 0.1% 96
2026
Q2 		$1.81M Buy
25,062
+1,966
+9% +$144K 0.12% 90
2026
Q1 		$1.66M Sell
23,096
-5,289
-19% -$407K 0.12% 89
2025
Q4 		$2.32M Buy
28,385
+1,118
+4% +$101K 0.15% 81
2025
Q3 		$2.67M Hold
27,267
– – 0.17% 76
2025
Q2 		$2.54M Buy
27,267
+1,996
+8% +$164K 0.17% 76
2025
Q1 		$1.84M Buy
25,271
+176
+0.7% +$12.7K 0.13% 81
2024
Q4 		$1.51M Buy
25,095
+11
+0% +$785 0.1% 91
2024
Q3 		$1.89M Buy
25,084
+735
+3% +$51.7K 0.13% 89
2024
Q2 		$1.77M Buy
24,349
+12
+0% +$834 0.14% 80
2024
Q1 		$1.87M Hold
24,337
– – 0.14% 84
2023
Q4 		$1.5M Buy
24,337
+3,020
+14% +$158K 0.12% 91
2023
Q3 		$980K Buy
21,317
+1,830
+9% +$83.6K 0.08% 111
2023
Q2 		$841K Buy
19,487
+4,500
+30% +$167K 0.07% 124
2023
Q1 		$475K Buy
14,987
+8,700
+138% +$276K 0.04% 162
2022
Q4 		$155K Sell
6,287
-450
-7% -$12.3K 0.01% 265
2022
Q3 		$179K Sell
6,737
-5,350
-44% -$148K 0.02% 178
2022
Q2 		$247K Sell
12,087
-50
-0.4% -$1.33K 0.03% 161
2022
Q1 		$433K Buy
12,137
+6,050
+99% +$218K 0.05% 134
2021
Q4 		$255K Buy
6,087
+5,750
+1,706% +$248K 0.03% 184
2021
Q3 		$15K Hold
337
– – ﹤0.01% 479
2021
Q2 		$17K Hold
337
– – ﹤0.01% 484
2021
Q1 		$18K Hold
337
– – ﹤0.01% 469
2020
Q4 		$17K Hold
337
– – ﹤0.01% 417
2020
Q3 		$12K Hold
337
– – ﹤0.01% 426
2020
Q2 		$10K Hold
337
– – ﹤0.01% 432
2020
Q1 		$9K Buy
+337
New +$11.1K ﹤0.01% 434

Other funds holding UBER

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Baldwin Wealth Partners's UBER Position: Q3 2026 in Review

Baldwin Wealth Partners reduced its Uber (UBER) stake by 15% in Q3 2026, selling an estimated $267K and leaving 21,411 shares worth $1.47M. The position accounts for 0.1% of the portfolio, ranked #96.

Baldwin Wealth Partners first reported a position in UBER in Q1 2020 and has held it in 27 quarters since. The position peaked at $2.67M in Q3 2025. 868 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • Baldwin Wealth Partners held 21,411 shares of Uber worth $1.47M as of Q3 2026.
  • Baldwin Wealth Partners sold 3,651 Uber shares in Q3 2026, an estimated $267K.
  • Uber made up 0.1% of Baldwin Wealth Partners's portfolio in Q3 2026, its #96 holding.
  • Baldwin Wealth Partners first reported a position in Uber in Q1 2020 and has held it in 27 quarters since.
  • Baldwin Wealth Partners's Uber position peaked at $2.67M in Q3 2025.
  • 868 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.