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HHM Wealth Advisors’s Uber UBER Stock Holding History

HHM 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 		$851K Hold
11,792
– – 0.09% 91
2026
Q1 		$848K Buy
11,792
+31
+0.3% +$2.39K 0.1% 79
2025
Q4 		$961K Sell
11,761
-495
-4% -$44.6K 0.11% 69
2025
Q3 		$1.2M Buy
12,256
+715
+6% +$66.9K 0.14% 62
2025
Q2 		$1.08M Sell
11,541
-1,075
-9% -$88.5K 0.13% 65
2025
Q1 		$919K Sell
12,616
-1,000
-7% -$72K 0.12% 68
2024
Q4 		$821K Sell
13,616
-1,500
-10% -$107K 0.11% 71
2024
Q3 		$1.14M Sell
15,116
-7,500
-33% -$528K 0.16% 57
2024
Q2 		$1.64M Buy
22,616
+1,661
+8% +$115K 0.25% 40
2024
Q1 		$1.61M Hold
20,955
– – 0.27% 34
2023
Q4 		$1.29M Hold
20,955
– – 0.22% 38
2023
Q3 		$964K Buy
20,955
+8,000
+62% +$365K 0.19% 47
2023
Q2 		$559K Buy
12,955
+1,947
+18% +$72.4K 0.1% 69
2023
Q1 		$349K Sell
11,008
-230
-2% -$7.29K 0.07% 87
2022
Q4 		$278K Sell
11,238
-4,502
-29% -$123K 0.06% 98
2022
Q3 		$417K Buy
15,740
+4,555
+41% +$126K 0.11% 67
2022
Q2 		$229K Buy
11,185
+230
+2% +$6.11K 0.06% 120
2022
Q1 		$391K Buy
10,955
+100
+0.9% +$3.6K 0.09% 87
2021
Q4 		$455K Hold
10,855
– – 0.11% 74
2021
Q3 		$486K Hold
10,855
– – 0.13% 66
2021
Q2 		$544K Buy
10,855
+50
+0.5% +$2.61K 0.15% 65
2021
Q1 		$589K Hold
10,805
– – 0.18% 55
2020
Q4 		$551K Hold
10,805
– – 0.19% 46
2020
Q3 		$394K Sell
10,805
-62
-0.6% -$2.05K 0.16% 53
2020
Q2 		$338K Buy
10,867
+1,010
+10% +$31.5K 0.14% 57
2020
Q1 		$275K Buy
+9,857
New +$324K 0.13% 64

Other funds holding UBER

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

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

HHM Wealth Advisors held its Uber (UBER) position steady in Q2 2026 at 11,792 shares worth $851K. The position accounts for 0.09% of the portfolio, ranked #91.

HHM Wealth Advisors first reported a position in UBER in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.64M in Q2 2024. 671 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • HHM Wealth Advisors held 11,792 shares of Uber worth $851K as of Q2 2026.
  • HHM Wealth Advisors left its Uber share count unchanged in Q2 2026.
  • Uber made up 0.09% of HHM Wealth Advisors's portfolio in Q2 2026, its #91 holding.
  • HHM Wealth Advisors first reported a position in Uber in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's Uber position peaked at $1.64M in Q2 2024.
  • 671 funds tracked by Wall St. Rank held Uber as of Q2 2026.

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