Crown Wealth Group
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Crown Wealth Group’s Uber UBER Stock Holding History

Crown Wealth Group’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 		– Sell
-3,146
Closed -$227K – 160
2026
Q2 		$227K Sell
3,146
-18
-0.6% -$1.32K 0.06% 135
2026
Q1 		$228K Buy
3,164
+482
+18% +$37.1K 0.07% 129
2025
Q4 		$219K Buy
2,682
+39
+1% +$3.51K 0.06% 133
2025
Q3 		$259K Buy
2,643
+476
+22% +$44.5K 0.08% 98
2025
Q2 		$202K Buy
+2,167
New +$178K 0.08% 113

Other funds holding UBER

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Crown Wealth Group's UBER Position: Q3 2026 in Review

Crown Wealth Group sold out of Uber (UBER) in Q3 2026, closing a stake of 3,146 shares — an estimated $227K sold.

Crown Wealth Group first reported a position in UBER in Q2 2025 and held it in 5 quarters. The position peaked at $259K in Q3 2025. 888 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • Crown Wealth Group reported no remaining Uber position as of Q3 2026 after selling out during the quarter.
  • Crown Wealth Group sold 3,146 Uber shares in Q3 2026, an estimated $227K.
  • Crown Wealth Group first reported a position in Uber in Q2 2025 and held it in 5 quarters.
  • Crown Wealth Group's Uber position peaked at $259K in Q3 2025.
  • 888 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.