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BSW Wealth Partners’s Uber UBER Stock Holding History

BSW Wealth Partners’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
2024
Q4 		– Sell
-9,925
Closed -$746K – 329
2024
Q3 		$746K Buy
+9,925
New +$699K 0.11% 102

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
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

BSW Wealth Partners's UBER Position: Q2 2026 in Review

BSW Wealth Partners increased its Uber (UBER) stake by 3.7% in Q2 2026, buying an estimated $22.5K and bringing the position to 8,533 shares worth $616K. The position accounts for 0.07% of the portfolio, ranked #160.

BSW Wealth Partners first reported a position in UBER in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.02M in Q2 2025. 894 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • BSW Wealth Partners held 8,533 shares of Uber worth $616K as of Q2 2026.
  • BSW Wealth Partners bought 307 Uber shares in Q2 2026, an estimated $22.5K.
  • Uber made up 0.07% of BSW Wealth Partners's portfolio in Q2 2026, its #160 holding.
  • BSW Wealth Partners first reported a position in Uber in Q3 2022 and has held it in 14 quarters since.
  • BSW Wealth Partners's Uber position peaked at $1.02M in Q2 2025.
  • 894 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.