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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
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

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

BAM Wealth Management increased its Uber (UBER) stake by 20% in Q2 2026, buying an estimated $48.2K and bringing the position to 3,889 shares worth $281K. The position accounts for 0.18% of the portfolio, ranked #144.

BAM Wealth Management first reported a position in UBER in Q3 2025 and has held it in 4 quarters since. The position peaked at $307K in Q3 2025. 1,314 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • BAM Wealth Management held 3,889 shares of Uber worth $281K as of Q2 2026.
  • BAM Wealth Management bought 658 Uber shares in Q2 2026, an estimated $48.2K.
  • Uber made up 0.18% of BAM Wealth Management's portfolio in Q2 2026, its #144 holding.
  • BAM Wealth Management first reported a position in Uber in Q3 2025 and has held it in 4 quarters since.
  • BAM Wealth Management's Uber position peaked at $307K in Q3 2025.
  • 1,314 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.