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Heartwood Wealth Advisors’s Uber UBER Stock Holding History

Heartwood 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 		$608K Buy
8,871
+619
+8% +$45.3K 0.05% 126
2026
Q2 		$595K Buy
8,252
+1,356
+20% +$99.4K 0.05% 131
2026
Q1 		$496K Sell
6,896
-98
-1% -$7.54K 0.04% 133
2025
Q4 		$571K Buy
6,994
+521
+8% +$46.9K 0.05% 110
2025
Q3 		$634K Sell
6,473
-25
-0.4% -$2.34K 0.06% 104
2025
Q2 		$606K Sell
6,498
-246
-4% -$20.3K 0.06% 103
2025
Q1 		$491K Buy
6,744
+1,248
+23% +$89.9K 0.06% 104
2024
Q4 		$332K Buy
5,496
+35
+0.6% +$2.5K 0.04% 128
2024
Q3 		$410K Sell
5,461
-993
-15% -$69.9K 0.05% 107
2024
Q2 		$469K Buy
+6,454
New +$449K 0.06% 102

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

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

Heartwood Wealth Advisors increased its Uber (UBER) stake by 7.5% in Q3 2026, buying an estimated $45.3K and bringing the position to 8,871 shares worth $608K. The position accounts for 0.05% of the portfolio, ranked #126.

Heartwood Wealth Advisors first reported a position in UBER in Q2 2024 and has held it in 10 quarters since. The position peaked at $634K in Q3 2025. 104 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • Heartwood Wealth Advisors held 8,871 shares of Uber worth $608K as of Q3 2026.
  • Heartwood Wealth Advisors bought 619 Uber shares in Q3 2026, an estimated $45.3K.
  • Uber made up 0.05% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #126 holding.
  • Heartwood Wealth Advisors first reported a position in Uber in Q2 2024 and has held it in 10 quarters since.
  • Heartwood Wealth Advisors's Uber position peaked at $634K in Q3 2025.
  • 104 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.