IFG Advisory’s Uber UBER Stock Holding History

IFG Advisory’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	$225K	Buy	3,284 +16	+0.5%	+$1.17K	0.01%	847
2026 Q2	$236K	Buy	+3,268	New	+$240K	0.01%	821
2026 Q1	–	Sell	-3,072	Closed	-$251K	–	837
2025 Q4	$251K	Sell	3,072 -2,787	-48%	-$251K	0.01%	680
2025 Q3	$574K	Sell	5,859 -5,015	-46%	-$469K	0.03%	466
2025 Q2	$1.01M	Buy	10,874 +3,076	+39%	+$253K	0.05%	333
2025 Q1	$568K	Buy	7,798 +3,559	+84%	+$256K	0.03%	419
2024 Q4	$256K	Buy	+4,239	New	+$303K	0.01%	575
2024 Q1	–	Sell	-3,455	Closed	-$213K	–	564
2023 Q4	$213K	Buy	+3,455	New	+$181K	0.02%	544
2021 Q2	–	Sell	-8,293	Closed	-$452K	–	514
2021 Q1	$452K	Buy	8,293 +30	+0.4%	+$1.67K	0.06%	317
2020 Q4	$421K	Sell	8,263 -624	-7%	-$28K	0.06%	290
2020 Q3	$324K	Sell	8,887 -3,426	-28%	-$113K	0.05%	311
2020 Q2	$382K	Buy	12,313 +150	+1%	+$4.68K	0.07%	254
2020 Q1	$339K	Buy	+12,163	New	+$400K	0.08%	243

Other funds holding UBER

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

IFG Advisory's UBER Position: Q3 2026 in Review

IFG Advisory increased its Uber (UBER) stake by 0.49% in Q3 2026, buying an estimated $1.17K and bringing the position to 3,284 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #847.

IFG Advisory first reported a position in UBER in Q1 2020 and has held it in 13 quarters since. The position peaked at $1.01M in Q2 2025. 1,359 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

IFG Advisory held 3,284 shares of Uber worth $225K as of Q3 2026.
IFG Advisory bought 16 Uber shares in Q3 2026, an estimated $1.17K.
Uber made up 0.01% of IFG Advisory's portfolio in Q3 2026, its #847 holding.
IFG Advisory first reported a position in Uber in Q1 2020 and has held it in 13 quarters since.
IFG Advisory's Uber position peaked at $1.01M in Q2 2025.
1,359 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.