Cascade Wealth Advisors
UBER icon

Cascade Wealth Advisors’s Uber UBER Stock Holding History

Cascade Wealth Advisors’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 		$206K Buy
+3,000
New +$219K 0.09% 69

Other funds holding UBER

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cascade Wealth Advisors's UBER Position: Q3 2026 in Review

Cascade Wealth Advisors opened a new position in Uber (UBER) in Q3 2026: 3,000 shares worth $206K. The stake represents 0.09% of the portfolio and ranks #69 among its holdings.

1,472 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • Cascade Wealth Advisors held 3,000 shares of Uber worth $206K as of Q3 2026.
  • Uber was a new Cascade Wealth Advisors position in Q3 2026.
  • Uber made up 0.09% of Cascade Wealth Advisors's portfolio in Q3 2026, its #69 holding.
  • 1,472 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Cascade Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.