EPG Wealth Management
UBER icon

EPG Wealth Management’s Uber UBER Stock Holding History

EPG 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 		$1.27M Buy
18,488
+1,542
+9% +$113K 0.29% 84
2026
Q2 		$1.22M Buy
16,946
+355
+2% +$26K 0.29% 83
2026
Q1 		$1.19M Sell
16,591
-16,880
-50% -$1.3M 0.32% 81
2025
Q4 		$2.73M Buy
33,471
+285
+0.9% +$25.7K 0.74% 35
2025
Q3 		$3.25M Buy
33,186
+15,436
+87% +$1.44M 0.9% 24
2025
Q2 		$1.66M Sell
17,750
-6,407
-27% -$527K 0.5% 55
2025
Q1 		$1.76M Sell
24,157
-2,045
-8% -$147K 0.49% 52
2024
Q4 		$1.58M Sell
26,202
-4,386
-14% -$313K 0.42% 63
2024
Q3 		$2.3M Buy
+30,588
New +$2.15M 0.58% 38
2024
Q2 		– Sell
-31,631
Closed -$2.2M – 37
2024
Q1 		$2.44M Buy
31,631
+4,822
+18% +$346K 0.6% 36
2023
Q4 		$1.85M Buy
26,809
+16,511
+160% +$864K 0.49% 51
2023
Q3 		$474K Buy
10,298
+419
+4% +$19.1K 0.14% 153
2023
Q2 		$426K Buy
+9,879
New +$367K 0.13% 158
2020
Q2 		– Sell
-1,894
Closed -$53K – 719
2020
Q1 		$53K Buy
1,894
+1,294
+216% +$42.6K 0.04% 268
2019
Q4 		$18K Buy
+600
New +$17.8K 0.01% 368

Other funds holding UBER

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

EPG Wealth Management increased its Uber (UBER) stake by 9.1% in Q3 2026, buying an estimated $113K and bringing the position to 18,488 shares worth $1.27M. The position accounts for 0.29% of the portfolio, ranked #84.

EPG Wealth Management first reported a position in UBER in Q4 2019 and has held it in 15 quarters since. The position peaked at $3.25M in Q3 2025. 1,758 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • EPG Wealth Management held 18,488 shares of Uber worth $1.27M as of Q3 2026.
  • EPG Wealth Management bought 1,542 Uber shares in Q3 2026, an estimated $113K.
  • Uber made up 0.29% of EPG Wealth Management's portfolio in Q3 2026, its #84 holding.
  • EPG Wealth Management first reported a position in Uber in Q4 2019 and has held it in 15 quarters since.
  • EPG Wealth Management's Uber position peaked at $3.25M in Q3 2025.
  • 1,758 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on EPG Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.