BWS
UBER icon

Broadway Wealth Solutions’s Uber UBER Stock Holding History

Broadway Wealth Solutions’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 		$391K Sell
5,423
-31
-0.6% -$2.27K 0.18% 41
2026
Q1 		$392K Buy
5,454
+776
+17% +$59.7K 0.2% 39
2025
Q4 		$382K Buy
4,678
+303
+7% +$27.3K 0.2% 44
2025
Q3 		$429K Buy
4,375
+117
+3% +$10.9K 0.24% 35
2025
Q2 		$397K Sell
4,258
-296
-6% -$24.4K 0.25% 37
2025
Q1 		$332K Buy
+4,554
New +$328K 0.24% 40

Other funds holding UBER

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Broadway Wealth Solutions's UBER Position: Q2 2026 in Review

Broadway Wealth Solutions reduced its Uber (UBER) stake by 0.57% in Q2 2026, selling an estimated $2.27K and leaving 5,423 shares worth $391K. The position accounts for 0.18% of the portfolio, ranked #41.

Broadway Wealth Solutions first reported a position in UBER in Q1 2025 and has held it in 6 quarters since. The position peaked at $429K in Q3 2025. 671 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Broadway Wealth Solutions held 5,423 shares of Uber worth $391K as of Q2 2026.
  • Broadway Wealth Solutions sold 31 Uber shares in Q2 2026, an estimated $2.27K.
  • Uber made up 0.18% of Broadway Wealth Solutions's portfolio in Q2 2026, its #41 holding.
  • Broadway Wealth Solutions first reported a position in Uber in Q1 2025 and has held it in 6 quarters since.
  • Broadway Wealth Solutions's Uber position peaked at $429K in Q3 2025.
  • 671 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.