Herold Advisors’s Uber UBER Stock Holding History

Herold 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	$220K	Sell	3,208 -250	-7%	-$18.3K	0.04%	245
2026 Q2	$250K	Buy	+3,458	New	+$254K	0.05%	241
2026 Q1	–	Sell	-3,100	Closed	-$253K	–	269
2025 Q4	$253K	Hold	3,100	–	–	0.06%	224
2025 Q3	$304K	Sell	3,100 -700	-18%	-$65.5K	0.07%	200
2025 Q2	$355K	Hold	3,800	–	–	0.07%	215
2025 Q1	$277K	Buy	+3,800	New	+$274K	0.06%	228
2024 Q4	–	Sell	-3,450	Closed	-$259K	–	282
2024 Q3	$259K	Hold	3,450	–	–	0.06%	237
2024 Q2	$251K	Hold	3,450	–	–	0.06%	232
2024 Q1	$266K	Sell	3,450 -200	-5%	-$14.4K	0.06%	231
2023 Q4	$225K	Buy	+3,650	New	+$191K	0.06%	221
2022 Q2	–	Sell	-1,350	Closed	-$48.2K	–	644
2022 Q1	$48.2K	Buy	+1,350	New	+$48.5K	0.02%	387
2021 Q4	–	Sell	-1,050	Closed	-$47K	–	619
2021 Q3	$47K	Buy	+1,050	New	+$45.9K	0.02%	386

Other funds holding UBER

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Herold Advisors's UBER Position: Q3 2026 in Review

Herold Advisors reduced its Uber (UBER) stake by 7.2% in Q3 2026, selling an estimated $18.3K and leaving 3,208 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #245.

Herold Advisors first reported a position in UBER in Q3 2021 and has held it in 12 quarters since. The position peaked at $355K in Q2 2025. 551 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

Herold Advisors held 3,208 shares of Uber worth $220K as of Q3 2026.
Herold Advisors sold 250 Uber shares in Q3 2026, an estimated $18.3K.
Uber made up 0.04% of Herold Advisors's portfolio in Q3 2026, its #245 holding.
Herold Advisors first reported a position in Uber in Q3 2021 and has held it in 12 quarters since.
Herold Advisors's Uber position peaked at $355K in Q2 2025.
551 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.