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 Q3	$383K	Buy	5,591 +168	+3%	+$12.3K	0.17%	50
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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Broadway Wealth Solutions's UBER Position: Q3 2026 in Review

Broadway Wealth Solutions increased its Uber (UBER) stake by 3.1% in Q3 2026, buying an estimated $12.3K and bringing the position to 5,591 shares worth $383K. The position accounts for 0.17% of the portfolio, ranked #50.

Broadway Wealth Solutions first reported a position in UBER in Q1 2025 and has held it in 7 quarters since. The position peaked at $429K in Q3 2025. 1,400 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

Broadway Wealth Solutions held 5,591 shares of Uber worth $383K as of Q3 2026.
Broadway Wealth Solutions bought 168 Uber shares in Q3 2026, an estimated $12.3K.
Uber made up 0.17% of Broadway Wealth Solutions's portfolio in Q3 2026, its #50 holding.
Broadway Wealth Solutions first reported a position in Uber in Q1 2025 and has held it in 7 quarters since.
Broadway Wealth Solutions's Uber position peaked at $429K in Q3 2025.
1,400 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.