Consilium Wealth Advisory
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Consilium Wealth Advisory’s Uber UBER Stock Holding History

Consilium Wealth Advisory’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 		$1.09M Buy
15,949
+292
+2% +$21.4K 0.32% 49
2026
Q2 		$1.13M Buy
15,657
+6,327
+68% +$464K 0.34% 46
2026
Q1 		$671K Sell
9,330
-2,142
-19% -$165K 0.23% 65
2025
Q4 		$937K Buy
11,472
+390
+4% +$35.1K 0.35% 45
2025
Q3 		$1.09M Buy
11,082
+58
+0.5% +$5.42K 0.42% 40
2025
Q2 		$1.03M Buy
11,024
+4,063
+58% +$334K 0.43% 38
2025
Q1 		$507K Buy
+6,961
New +$502K 0.25% 59

Other funds holding UBER

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Consilium Wealth Advisory's UBER Position: Q3 2026 in Review

Consilium Wealth Advisory increased its Uber (UBER) stake by 1.9% in Q3 2026, buying an estimated $21.4K and bringing the position to 15,949 shares worth $1.09M. The position accounts for 0.32% of the portfolio, ranked #49.

Consilium Wealth Advisory first reported a position in UBER in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.13M in Q2 2026. 964 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • Consilium Wealth Advisory held 15,949 shares of Uber worth $1.09M as of Q3 2026.
  • Consilium Wealth Advisory bought 292 Uber shares in Q3 2026, an estimated $21.4K.
  • Uber made up 0.32% of Consilium Wealth Advisory's portfolio in Q3 2026, its #49 holding.
  • Consilium Wealth Advisory first reported a position in Uber in Q1 2025 and has held it in 7 quarters since.
  • Consilium Wealth Advisory's Uber position peaked at $1.13M in Q2 2026.
  • 964 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.