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Fiduciary Alliance’s Uber UBER Stock Holding History

Fiduciary Alliance’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 		$798K Buy
11,056
+678
+7% +$49.7K 0.05% 299
2026
Q1 		$802K Buy
10,378
+865
+9% +$66.6K 0.05% 294
2025
Q4 		$777K Sell
9,513
-12,220
-56% -$1.1M 0.05% 269
2025
Q3 		$2.13M Buy
21,733
+6,588
+43% +$616K 0.14% 148
2025
Q2 		$1.41M Buy
15,145
+5,821
+62% +$479K 0.11% 184
2025
Q1 		$679K Buy
9,324
+256
+3% +$18.4K 0.07% 213
2024
Q4 		$547K Buy
9,068
+502
+6% +$35.8K 0.06% 225
2024
Q3 		$644K Buy
+8,566
New +$603K 0.09% 135
2023
Q3 		– Sell
-441
Closed -$19K – 895
2023
Q2 		$19K Buy
+441
New +$16.4K ﹤0.01% 463
2023
Q1 		– Sell
-300
Closed -$7.42K – 823
2022
Q4 		$7.42K Buy
+300
New +$8.21K ﹤0.01% 464

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

Fiduciary Alliance's UBER Position: Q2 2026 in Review

Fiduciary Alliance increased its Uber (UBER) stake by 6.5% in Q2 2026, buying an estimated $49.7K and bringing the position to 11,056 shares worth $798K. The position accounts for 0.05% of the portfolio, ranked #299.

Fiduciary Alliance first reported a position in UBER in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.13M in Q3 2025. 366 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Fiduciary Alliance held 11,056 shares of Uber worth $798K as of Q2 2026.
  • Fiduciary Alliance bought 678 Uber shares in Q2 2026, an estimated $49.7K.
  • Uber made up 0.05% of Fiduciary Alliance's portfolio in Q2 2026, its #299 holding.
  • Fiduciary Alliance first reported a position in Uber in Q4 2022 and has held it in 10 quarters since.
  • Fiduciary Alliance's Uber position peaked at $2.13M in Q3 2025.
  • 366 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.