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Cornerstone Wealth Management’s Uber UBER Stock Holding History

Cornerstone Wealth Management’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 		$605K Buy
8,834
+800
+10% +$58.5K 0.03% 441
2026
Q2 		$580K Sell
8,034
-1,301
-14% -$95.4K 0.02% 454
2026
Q1 		$671K Buy
9,335
+3,273
+54% +$252K 0.03% 383
2025
Q4 		$495K Buy
6,062
+667
+12% +$60.1K 0.03% 423
2025
Q3 		$529K Buy
5,395
+200
+4% +$18.7K 0.03% 404
2025
Q2 		$485K Buy
5,195
+772
+17% +$63.6K 0.03% 400
2025
Q1 		$322K Buy
4,423
+210
+5% +$15.1K 0.02% 457
2024
Q4 		$254K Buy
4,213
+420
+11% +$30K 0.02% 500
2024
Q3 		$285K Buy
3,793
+393
+12% +$27.7K 0.02% 466
2024
Q2 		$247K Sell
3,400
-51
-1% -$3.54K 0.02% 472
2024
Q1 		$266K Sell
3,451
-770
-18% -$55.3K 0.02% 456
2023
Q4 		$260K Sell
4,221
-450
-10% -$23.5K 0.02% 443
2023
Q3 		$215K Buy
+4,671
New +$213K 0.02% 498
2022
Q2 		– Sell
-8,363
Closed -$298K – 480
2022
Q1 		$298K Sell
8,363
-368
-4% -$13.2K 0.03% 367
2021
Q4 		$366K Buy
8,731
+1,484
+20% +$64K 0.03% 348
2021
Q3 		$325K Buy
7,247
+3,023
+72% +$132K 0.03% 343
2021
Q2 		$212K Buy
+4,224
New +$221K 0.02% 446

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

Cornerstone Wealth Management's UBER Position: Q3 2026 in Review

Cornerstone Wealth Management increased its Uber (UBER) stake by 10% in Q3 2026, buying an estimated $58.5K and bringing the position to 8,834 shares worth $605K. The position accounts for 0.03% of the portfolio, ranked #441.

Cornerstone Wealth Management first reported a position in UBER in Q2 2021 and has held it in 17 quarters since. The position peaked at $671K in Q1 2026. 1,472 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • Cornerstone Wealth Management held 8,834 shares of Uber worth $605K as of Q3 2026.
  • Cornerstone Wealth Management bought 800 Uber shares in Q3 2026, an estimated $58.5K.
  • Uber made up 0.03% of Cornerstone Wealth Management's portfolio in Q3 2026, its #441 holding.
  • Cornerstone Wealth Management first reported a position in Uber in Q2 2021 and has held it in 17 quarters since.
  • Cornerstone Wealth Management's Uber position peaked at $671K in Q1 2026.
  • 1,472 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.