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Moss Adams Wealth Advisors’s Uber UBER Stock Holding History

Moss Adams 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 		$463K Sell
6,423
-3,591
-36% -$263K 0.03% 165
2026
Q1 		$720K Sell
10,014
-467
-4% -$35.9K 0.05% 110
2025
Q4 		$856K Sell
10,481
-336
-3% -$30.3K 0.06% 93
2025
Q3 		$1.06M Buy
10,817
+160
+2% +$15K 0.08% 75
2025
Q2 		$994K Buy
10,657
+902
+9% +$74.3K 0.09% 78
2025
Q1 		$711K Sell
9,755
-430
-4% -$31K 0.07% 84
2024
Q4 		$614K Sell
10,185
-3,074
-23% -$220K 0.06% 89
2024
Q3 		$997K Buy
13,259
+1,165
+10% +$82K 0.11% 58
2024
Q2 		$879K Buy
12,094
+609
+5% +$42.3K 0.12% 56
2024
Q1 		$884K Buy
11,485
+726
+7% +$52.1K 0.14% 51
2023
Q4 		$662K Buy
10,759
+622
+6% +$32.5K 0.14% 44
2023
Q3 		$466K Buy
10,137
+146
+1% +$6.67K 0.16% 44
2023
Q2 		$431K Sell
9,991
-4
-0% -$149 0.14% 49
2023
Q1 		$317K Buy
9,995
+75
+0.8% +$2.38K 0.11% 60
2022
Q4 		$245K Buy
+9,920
New +$271K 0.12% 88

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

Moss Adams Wealth Advisors's UBER Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its Uber (UBER) stake by 36% in Q2 2026, selling an estimated $263K and leaving 6,423 shares worth $463K. The position accounts for 0.03% of the portfolio, ranked #165.

Moss Adams Wealth Advisors first reported a position in UBER in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.06M in Q3 2025. 740 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Moss Adams Wealth Advisors held 6,423 shares of Uber worth $463K as of Q2 2026.
  • Moss Adams Wealth Advisors sold 3,591 Uber shares in Q2 2026, an estimated $263K.
  • Uber made up 0.03% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #165 holding.
  • Moss Adams Wealth Advisors first reported a position in Uber in Q4 2022 and has held it in 15 quarters since.
  • Moss Adams Wealth Advisors's Uber position peaked at $1.06M in Q3 2025.
  • 740 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.