Concurrent Investment Advisors
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Concurrent Investment Advisors’s Uber UBER Stock Holding History

Concurrent Investment 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
2025
Q3 		– Sell
-600
Closed -$56K – 1607
2025
Q2 		$56K Buy
+600
New +$49.4K ﹤0.01% 1347
2024
Q1 		– Sell
-100
Closed -$6.16K – 1000
2023
Q4 		$6.16K Buy
+100
New +$5.23K ﹤0.01% 844

Other funds holding UBER

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Concurrent Investment Advisors's UBER Position: Q3 2026 in Review

Concurrent Investment Advisors reduced its Uber (UBER) stake by 10% in Q3 2026, selling an estimated $2M and leaving 243,606 shares worth $16.7M. The position accounts for 0.12% of the portfolio, ranked #182.

Concurrent Investment Advisors first reported a position in UBER in Q4 2023 and has held it in 12 quarters since. The position peaked at $20.5M in Q4 2025. 336 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • Concurrent Investment Advisors held 243,606 shares of Uber worth $16.7M as of Q3 2026.
  • Concurrent Investment Advisors sold 27,324 Uber shares in Q3 2026, an estimated $2M.
  • Uber made up 0.12% of Concurrent Investment Advisors's portfolio in Q3 2026, its #182 holding.
  • Concurrent Investment Advisors first reported a position in Uber in Q4 2023 and has held it in 12 quarters since.
  • Concurrent Investment Advisors's Uber position peaked at $20.5M in Q4 2025.
  • 336 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.