BAM Wealth Management
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BAM Wealth Management’s Uber UBER Stock Holding History

BAM 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 		$290K Buy
4,229
+340
+9% +$24.9K 0.16% 151
2026
Q2 		$281K Buy
3,889
+658
+20% +$48.2K 0.18% 144
2026
Q1 		$232K Sell
3,231
-75
-2% -$5.77K 0.17% 140
2025
Q4 		$270K Buy
3,306
+168
+5% +$15.1K 0.2% 121
2025
Q3 		$307K Buy
+3,138
New +$293K 0.24% 97

Other funds holding UBER

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

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

BAM Wealth Management increased its Uber (UBER) stake by 8.7% in Q3 2026, buying an estimated $24.9K and bringing the position to 4,229 shares worth $290K. The position accounts for 0.16% of the portfolio, ranked #151.

BAM Wealth Management first reported a position in UBER in Q3 2025 and has held it in 5 quarters since. The position peaked at $307K in Q3 2025. 1,266 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • BAM Wealth Management held 4,229 shares of Uber worth $290K as of Q3 2026.
  • BAM Wealth Management bought 340 Uber shares in Q3 2026, an estimated $24.9K.
  • Uber made up 0.16% of BAM Wealth Management's portfolio in Q3 2026, its #151 holding.
  • BAM Wealth Management first reported a position in Uber in Q3 2025 and has held it in 5 quarters since.
  • BAM Wealth Management's Uber position peaked at $307K in Q3 2025.
  • 1,266 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.