High Point Wealth Management
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High Point Wealth Management’s Uber UBER Stock Holding History

High Point Wealth Management’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 		$244K Sell
3,559
-1,450
-29% -$106K 0.19% 84
2026
Q2 		$361K Sell
5,009
-675
-12% -$49.5K 0.3% 71
2026
Q1 		$409K Buy
5,684
+381
+7% +$29.3K 0.39% 61
2025
Q4 		$433K Buy
+5,303
New +$478K 0.41% 60

Other funds holding UBER

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

High Point Wealth Management's UBER Position: Q3 2026 in Review

High Point Wealth Management reduced its Uber (UBER) stake by 29% in Q3 2026, selling an estimated $106K and leaving 3,559 shares worth $244K. The position accounts for 0.19% of the portfolio, ranked #84.

High Point Wealth Management first reported a position in UBER in Q4 2025 and has held it in 4 quarters since. The position peaked at $433K in Q4 2025. 1,266 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • High Point Wealth Management held 3,559 shares of Uber worth $244K as of Q3 2026.
  • High Point Wealth Management sold 1,450 Uber shares in Q3 2026, an estimated $106K.
  • Uber made up 0.19% of High Point Wealth Management's portfolio in Q3 2026, its #84 holding.
  • High Point Wealth Management first reported a position in Uber in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's Uber position peaked at $433K in Q4 2025.
  • 1,266 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.