Beaird Harris Wealth Management’s Uber UBER Stock Holding History

Beaird Harris 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	$11.5K	Hold	160	–	–	﹤0.01%	380
2026 Q1	$11.5K	Hold	160	–	–	﹤0.01%	355
2025 Q4	$13.1K	Sell	160 -750	-82%	-$67.5K	﹤0.01%	371
2025 Q3	$89.2K	Buy	910 +757	+495%	+$70.8K	0.01%	195
2025 Q2	$14.3K	Buy	153 +68	+80%	+$5.6K	﹤0.01%	355
2025 Q1	$6.19K	Buy	85 +47	+124%	+$3.39K	﹤0.01%	371
2024 Q4	$2.29K	Sell	38 -51	-57%	-$3.64K	﹤0.01%	425
2024 Q3	$6.69K	Sell	89 -159	-64%	-$11.2K	﹤0.01%	360
2024 Q2	$18K	Buy	248 +110	+80%	+$7.64K	﹤0.01%	311
2024 Q1	$10.6K	Hold	138	–	–	﹤0.01%	325
2023 Q4	$8.5K	Buy	138 +38	+38%	+$1.99K	﹤0.01%	337
2023 Q3	$4.6K	Hold	100	–	–	﹤0.01%	312
2023 Q2	$4.32K	Hold	100	–	–	﹤0.01%	331
2023 Q1	$3.17K	Sell	100 -247	-71%	-$7.83K	﹤0.01%	347
2022 Q4	$8.58K	Buy	347 +247	+247%	+$6.76K	﹤0.01%	343
2022 Q3	$3K	Buy	+100	New	+$2.76K	﹤0.01%	386
2022 Q2	–	Sell	-100	Closed	-$4K	–	605
2022 Q1	$4K	Sell	100 -90	-47%	-$3.24K	﹤0.01%	462
2021 Q4	$8K	Buy	+190	New	+$8.19K	﹤0.01%	437

Other funds holding UBER

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

PKO BP Bankowy Universal Pension Society Warsaw, Poland $350M AUM 272.18% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return