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Emergent Wealth Advisors’s Uber UBER Stock Holding History

Emergent Wealth 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
Q3 		$559K Sell
8,155
-2,753
-25% -$201K 0.29% 59
2026
Q2 		$756K Sell
10,908
-1,693
-13% -$124K 0.39% 48
2026
Q1 		$906K Sell
12,601
-4,083
-24% -$314K 0.54% 34
2025
Q4 		$1.36M Sell
16,684
-677
-4% -$61K 0.77% 33
2025
Q3 		$1.7M Buy
17,361
+114
+0.7% +$10.7K 0.99% 24
2025
Q2 		$1.63M Buy
17,247
+1,037
+6% +$85.4K 1.04% 24
2025
Q1 		$1.18M Buy
16,210
+1,040
+7% +$74.9K 0.86% 27
2024
Q4 		$915K Sell
15,170
-606
-4% -$43.3K 0.66% 32
2024
Q3 		$1.19M Buy
15,776
+583
+4% +$41K 0.88% 26
2024
Q2 		$1.13M Buy
15,193
+2,099
+16% +$146K 0.91% 23
2024
Q1 		$1.01M Buy
13,094
+4,338
+50% +$311K 0.87% 24
2023
Q4 		$539K Buy
+8,756
New +$458K 0.5% 38

Other funds holding UBER

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
PBBUPS
PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Emergent Wealth Advisors's UBER Position: Q3 2026 in Review

Emergent Wealth Advisors reduced its Uber (UBER) stake by 25% in Q3 2026, selling an estimated $201K and leaving 8,155 shares worth $559K. The position accounts for 0.29% of the portfolio, ranked #59.

Emergent Wealth Advisors first reported a position in UBER in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.7M in Q3 2025. 104 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • Emergent Wealth Advisors held 8,155 shares of Uber worth $559K as of Q3 2026.
  • Emergent Wealth Advisors sold 2,753 Uber shares in Q3 2026, an estimated $201K.
  • Uber made up 0.29% of Emergent Wealth Advisors's portfolio in Q3 2026, its #59 holding.
  • Emergent Wealth Advisors first reported a position in Uber in Q4 2023 and has held it in 12 quarters since.
  • Emergent Wealth Advisors's Uber position peaked at $1.7M in Q3 2025.
  • 104 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Emergent Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.