Bollard Group’s Uber UBER Stock Holding History

Bollard Group’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	$4.37M	Sell	63,770 -1,317	-2%	-$96.3K	0.13%	65
2026 Q2	$4.7M	Buy	65,087 +4,413	+7%	+$324K	0.14%	61
2026 Q1	$4.36M	Buy	60,674 +5,113	+9%	+$394K	0.13%	67
2025 Q4	$4.54M	Sell	55,561 -19,000	-25%	-$1.71M	0.11%	60
2025 Q3	$7.3M	Hold	74,561	–	–	0.17%	53
2025 Q2	$6.96M	Buy	74,561 +3,410	+5%	+$281K	0.16%	52
2025 Q1	$5.18M	Hold	71,151	–	–	0.14%	56
2024 Q4	$4.29M	Buy	71,151 +30,045	+73%	+$2.15M	0.12%	58
2024 Q3	$3.09M	Hold	41,106	–	–	0.08%	75
2024 Q2	$2.99M	Buy	41,106 +9,176	+29%	+$638K	0.08%	71
2024 Q1	$2.46M	Buy	31,930 +9,690	+44%	+$696K	0.07%	76
2023 Q4	$1.37M	Hold	22,240	–	–	0.05%	95
2023 Q3	$1.02M	Sell	22,240 -623	-3%	-$28.5K	0.04%	103
2023 Q2	$987K	Hold	22,863	–	–	0.03%	109
2023 Q1	$725K	Buy	22,863 +1,028	+5%	+$32.6K	0.03%	119
2022 Q4	$540K	Hold	21,835	–	–	0.02%	123
2022 Q3	$579K	Hold	21,835	–	–	0.02%	123
2022 Q2	$447K	Hold	21,835	–	–	0.02%	140
2022 Q1	$779K	Buy	+21,835	New	+$785K	0.02%	154
2021 Q2	–	Sell	-1,365	Closed	-$74K	–	439
2021 Q1	$74K	Hold	1,365	–	–	﹤0.01%	312
2020 Q4	$70K	Hold	1,365	–	–	﹤0.01%	308
2020 Q3	$50K	Hold	1,365	–	–	﹤0.01%	325
2020 Q2	$42K	Buy	+1,365	New	+$42.5K	﹤0.01%	363

Other funds holding UBER

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bollard Group's UBER Position: Q3 2026 in Review

Bollard Group reduced its Uber (UBER) stake by 2% in Q3 2026, selling an estimated $96.3K and leaving 63,770 shares worth $4.37M. The position accounts for 0.13% of the portfolio, ranked #65.

Bollard Group first reported a position in UBER in Q2 2020 and has held it in 23 quarters since. The position peaked at $7.3M in Q3 2025. 2,011 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

Bollard Group held 63,770 shares of Uber worth $4.37M as of Q3 2026.
Bollard Group sold 1,317 Uber shares in Q3 2026, an estimated $96.3K.
Uber made up 0.13% of Bollard Group's portfolio in Q3 2026, its #65 holding.
Bollard Group first reported a position in Uber in Q2 2020 and has held it in 23 quarters since.
Bollard Group's Uber position peaked at $7.3M in Q3 2025.
2,011 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Bollard Group's 13F filing for Q3 2026, filed 13 Nov 2026.