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Dana Investment Advisors’s Uber UBER Stock Holding History

Dana 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
2026
Q1 		$24.4M Buy
339,898
+34,618
+11% +$2.66M 0.73% 25
2025
Q4 		$24.9M Sell
305,280
-62,895
-17% -$5.66M 0.73% 23
2025
Q3 		$36.1M Sell
368,175
-2,936
-0.8% -$275K 1.06% 13
2025
Q2 		$34.6M Sell
371,111
-33,818
-8% -$2.78M 1.15% 10
2025
Q1 		$29.5M Buy
404,929
+32,757
+9% +$2.36M 1.06% 14
2024
Q4 		$22.4M Buy
372,172
+7,067
+2% +$505K 0.74% 25
2024
Q3 		$27.4M Buy
365,105
+471
+0.1% +$33.2K 0.91% 16
2024
Q2 		$26.5M Buy
364,634
+212,703
+140% +$14.8M 0.9% 15
2024
Q1 		$11.7M Sell
151,931
-23,288
-13% -$1.67M 0.39% 73
2023
Q4 		$10.8M Buy
175,219
+738
+0.4% +$38.6K 0.52% 59
2023
Q3 		$8.02M Buy
174,481
+3,322
+2% +$152K 0.41% 70
2023
Q2 		$7.39M Buy
171,159
+15,130
+10% +$562K 0.36% 76
2023
Q1 		$4.95M Buy
156,029
+4,805
+3% +$152K 0.25% 92
2022
Q4 		$3.74M Buy
151,224
+17,968
+13% +$492K 0.2% 100
2022
Q3 		$3.53M Buy
133,256
+27,692
+26% +$765K 0.2% 99
2022
Q2 		$2.16M Buy
105,564
+12,739
+14% +$338K 0.11% 130
2022
Q1 		$3.31M Buy
92,825
+73,776
+387% +$2.65M 0.15% 100
2021
Q4 		$799K Sell
19,049
-244,079
-93% -$10.5M 0.03% 229
2021
Q3 		$11.8M Buy
263,128
+37,078
+16% +$1.62M 0.53% 60
2021
Q2 		$11.3M Buy
226,050
+27,011
+14% +$1.41M 0.5% 63
2021
Q1 		$10.8M Buy
199,039
+67,188
+51% +$3.75M 0.5% 65
2020
Q4 		$6.72M Buy
131,851
+4,069
+3% +$182K 0.33% 83
2020
Q3 		$4.66M Buy
+127,782
New +$4.22M 0.25% 81

Other funds holding UBER

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dana Investment Advisors's UBER Position: Q1 2026 in Review

Dana Investment Advisors increased its Uber (UBER) stake by 11% in Q1 2026, buying an estimated $2.66M and bringing the position to 339,898 shares worth $24.4M. The position accounts for 0.73% of the portfolio, ranked #25.

Dana Investment Advisors first reported a position in UBER in Q3 2020 and has held it in 23 quarters since. The position peaked at $36.1M in Q3 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Dana Investment Advisors held 339,898 shares of Uber worth $24.4M as of Q1 2026.
  • Dana Investment Advisors bought 34,618 Uber shares in Q1 2026, an estimated $2.66M.
  • Uber made up 0.73% of Dana Investment Advisors's portfolio in Q1 2026, its #25 holding.
  • Dana Investment Advisors first reported a position in Uber in Q3 2020 and has held it in 23 quarters since.
  • Dana Investment Advisors's Uber position peaked at $36.1M in Q3 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.