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EverSource Wealth Advisors’s Uber UBER Stock Holding History

EverSource 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
Q2 		$806K Sell
11,176
-1,837
-14% -$135K 0.03% 406
2026
Q1 		$936K Buy
13,013
+1,821
+16% +$140K 0.03% 404
2025
Q4 		$915K Sell
11,192
-307
-3% -$27.6K 0.03% 365
2025
Q3 		$1.13M Buy
11,499
+534
+5% +$49.9K 0.04% 286
2025
Q2 		$1.02M Sell
10,965
-644
-6% -$53K 0.05% 270
2025
Q1 		$846K Buy
11,609
+1,789
+18% +$129K 0.05% 277
2024
Q4 		$592K Sell
9,820
-2,311
-19% -$165K 0.03% 338
2024
Q3 		$912K Buy
12,131
+942
+8% +$66.3K 0.06% 232
2024
Q2 		$721K Buy
11,189
+3,835
+52% +$267K 0.05% 259
2024
Q1 		$487K Buy
7,354
+190
+3% +$13.6K 0.04% 272
2023
Q4 		$441K Buy
7,164
+65
+0.9% +$3.4K 0.04% 261
2023
Q3 		$326K Sell
7,099
-173
-2% -$7.9K 0.03% 291
2023
Q2 		$314K Sell
7,272
-521
-7% -$19.4K 0.03% 300
2023
Q1 		$247K Buy
7,793
+2,827
+57% +$89.7K 0.03% 340
2022
Q4 		$123K Buy
4,966
+3,433
+224% +$93.9K 0.02% 453
2022
Q3 		$40K Buy
1,533
+472
+44% +$13K 0.01% 692
2022
Q2 		$22K Sell
1,061
-184
-15% -$4.88K 0.01% 811
2022
Q1 		$44K Buy
1,245
+149
+14% +$5.36K 0.01% 494
2021
Q4 		$46K Buy
+1,096
New +$47.2K 0.01% 444

Other funds holding UBER

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

EverSource Wealth Advisors's UBER Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Uber (UBER) stake by 14% in Q2 2026, selling an estimated $135K and leaving 11,176 shares worth $806K. The position accounts for 0.03% of the portfolio, ranked #406.

EverSource Wealth Advisors first reported a position in UBER in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.13M in Q3 2025. 1,138 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • EverSource Wealth Advisors held 11,176 shares of Uber worth $806K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,837 Uber shares in Q2 2026, an estimated $135K.
  • Uber made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #406 holding.
  • EverSource Wealth Advisors first reported a position in Uber in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Uber position peaked at $1.13M in Q3 2025.
  • 1,138 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.