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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
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 $80.2B AUM 50.57% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Dynamic Advisor Solutions's UBER Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Uber (UBER) stake by 3.1% in Q2 2026, selling an estimated $30.4K and leaving 13,019 shares worth $939K. The position accounts for 0.03% of the portfolio, ranked #510.

Dynamic Advisor Solutions first reported a position in UBER in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.74M in Q3 2025. 350 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Dynamic Advisor Solutions held 13,019 shares of Uber worth $939K as of Q2 2026.
  • Dynamic Advisor Solutions sold 415 Uber shares in Q2 2026, an estimated $30.4K.
  • Uber made up 0.03% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #510 holding.
  • Dynamic Advisor Solutions first reported a position in Uber in Q1 2021 and has held it in 21 quarters since.
  • Dynamic Advisor Solutions's Uber position peaked at $1.74M in Q3 2025.
  • 350 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.