Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Uber UBER Stock Holding History

Dynamic Advisor Solutions’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 		$740K Sell
10,807
-2,212
-17% -$162K 0.02% 540
2026
Q2 		$939K Sell
13,019
-415
-3% -$30.4K 0.03% 510
2026
Q1 		$966K Buy
13,434
+15
+0.1% +$1.15K 0.03% 473
2025
Q4 		$1.1M Sell
13,419
-4,328
-24% -$390K 0.04% 434
2025
Q3 		$1.74M Buy
17,747
+5,738
+48% +$537K 0.05% 348
2025
Q2 		$1.12M Sell
12,009
-932
-7% -$76.7K 0.03% 423
2025
Q1 		$943K Buy
+12,941
New +$932K 0.03% 436
2024
Q4 		– Sell
-14,853
Closed -$1.12M – 859
2024
Q3 		$1.12M Buy
14,853
+764
+5% +$53.8K 0.03% 421
2024
Q2 		$1.02M Buy
14,089
+857
+6% +$59.6K 0.03% 451
2024
Q1 		$1.02M Buy
13,232
+489
+4% +$35.1K 0.03% 444
2023
Q4 		$734K Buy
12,743
+395
+3% +$20.7K 0.03% 488
2023
Q3 		$568K Buy
12,348
+253
+2% +$11.6K 0.03% 481
2023
Q2 		$522K Sell
12,095
-1,676
-12% -$62.3K 0.03% 484
2023
Q1 		$437K Sell
13,771
-267
-2% -$8.47K 0.03% 502
2022
Q4 		$347K Sell
14,038
-1,383
-9% -$37.8K 0.02% 524
2022
Q3 		$409K Buy
15,421
+287
+2% +$7.93K 0.03% 430
2022
Q2 		$310K Sell
15,134
-1,390
-8% -$36.9K 0.02% 518
2022
Q1 		$590K Buy
16,524
+9,459
+134% +$340K 0.04% 399
2021
Q4 		$296K Sell
7,065
-689
-9% -$29.7K 0.02% 569
2021
Q3 		$347K Buy
7,754
+2,075
+37% +$90.7K 0.03% 537
2021
Q2 		$285K Buy
5,679
+483
+9% +$25.2K 0.02% 555
2021
Q1 		$283K Buy
+5,196
New +$290K 0.03% 514

Other funds holding UBER

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 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
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Dynamic Advisor Solutions's UBER Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Uber (UBER) stake by 17% in Q3 2026, selling an estimated $162K and leaving 10,807 shares worth $740K. The position accounts for 0.02% of the portfolio, ranked #540.

Dynamic Advisor Solutions first reported a position in UBER in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.74M in Q3 2025. 393 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • Dynamic Advisor Solutions held 10,807 shares of Uber worth $740K as of Q3 2026.
  • Dynamic Advisor Solutions sold 2,212 Uber shares in Q3 2026, an estimated $162K.
  • Uber made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #540 holding.
  • Dynamic Advisor Solutions first reported a position in Uber in Q1 2021 and has held it in 22 quarters since.
  • Dynamic Advisor Solutions's Uber position peaked at $1.74M in Q3 2025.
  • 393 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.