Cornerstone Advisory’s Uber UBER Stock Holding History

Cornerstone 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	$490K	Buy	7,147 +1,627	+29%	+$119K	0.04%	168
2026 Q2	$398K	Sell	5,520 -180	-3%	-$13.2K	0.03%	189
2026 Q1	$410K	Buy	5,700 +126	+2%	+$9.7K	0.04%	175
2025 Q4	$455K	Buy	5,574 +284	+5%	+$25.6K	0.04%	158
2025 Q3	$518K	Buy	5,290 +98	+2%	+$9.16K	0.05%	151
2025 Q2	$484K	Buy	5,192 +90	+2%	+$7.41K	0.05%	150
2025 Q1	$438K	Buy	5,102 +713	+16%	+$51.4K	0.05%	149
2024 Q4	$349K	Buy	4,389 +660	+18%	+$47.1K	0.04%	174
2024 Q3	$280K	Sell	3,729 -850	-19%	-$59.8K	0.04%	185
2024 Q2	$333K	Sell	4,579 -120	-3%	-$8.34K	0.05%	160
2024 Q1	$362K	Buy	4,699 +1,426	+44%	+$102K	0.05%	167
2023 Q4	$202K	Buy	+3,273	New	+$171K	0.03%	217
2022 Q1	–	Sell	-5,400	Closed	-$226K	–	742
2021 Q4	$226K	Sell	5,400 -4,265	-44%	-$184K	0.03%	237
2021 Q3	$433K	Sell	9,665 -870	-8%	-$38K	0.07%	170
2021 Q2	$528K	Buy	10,535 +1,595	+18%	+$83.3K	0.09%	154
2021 Q1	$487K	Buy	+8,940	New	+$499K	0.09%	156

Other funds holding UBER

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Cornerstone Advisory's UBER Position: Q3 2026 in Review

Cornerstone Advisory increased its Uber (UBER) stake by 29% in Q3 2026, buying an estimated $119K and bringing the position to 7,147 shares worth $490K. The position accounts for 0.04% of the portfolio, ranked #168.

Cornerstone Advisory first reported a position in UBER in Q1 2021 and has held it in 16 quarters since. The position peaked at $528K in Q2 2021. 1,291 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

Cornerstone Advisory held 7,147 shares of Uber worth $490K as of Q3 2026.
Cornerstone Advisory bought 1,627 Uber shares in Q3 2026, an estimated $119K.
Uber made up 0.04% of Cornerstone Advisory's portfolio in Q3 2026, its #168 holding.
Cornerstone Advisory first reported a position in Uber in Q1 2021 and has held it in 16 quarters since.
Cornerstone Advisory's Uber position peaked at $528K in Q2 2021.
1,291 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.