Echo Wealth Management’s Uber UBER Stock Holding History

Echo 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	$398K	Sell	5,816 -200	-3%	-$14.6K	0.2%	35
2026 Q2	$434K	Buy	6,016 +300	+5%	+$22K	0.22%	32
2026 Q1	$411K	Buy	5,716 +1,244	+28%	+$95.7K	0.24%	30
2025 Q4	$365K	Buy	4,472 +200	+5%	+$18K	0.21%	37
2025 Q3	$419K	Sell	4,272 -2,842	-40%	-$266K	0.24%	36
2025 Q2	$664K	Sell	7,114 -4,605	-39%	-$379K	0.41%	29
2025 Q1	$854K	Sell	11,719 -876	-7%	-$63.1K	0.58%	26
2024 Q4	$760K	Buy	12,595 +1,200	+11%	+$85.7K	0.53%	27
2024 Q3	$887K	Buy	+11,395	New	+$802K	0.62%	27

Other funds holding UBER

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

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

Echo Wealth Management reduced its Uber (UBER) stake by 3.3% in Q3 2026, selling an estimated $14.6K and leaving 5,816 shares worth $398K. The position accounts for 0.2% of the portfolio, ranked #35.

Echo Wealth Management first reported a position in UBER in Q3 2024 and has held it in 9 quarters since. The position peaked at $887K in Q3 2024. 386 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

Echo Wealth Management held 5,816 shares of Uber worth $398K as of Q3 2026.
Echo Wealth Management sold 200 Uber shares in Q3 2026, an estimated $14.6K.
Uber made up 0.2% of Echo Wealth Management's portfolio in Q3 2026, its #35 holding.
Echo Wealth Management first reported a position in Uber in Q3 2024 and has held it in 9 quarters since.
Echo Wealth Management's Uber position peaked at $887K in Q3 2024.
386 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Echo Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.