N.E.W. Advisory Services’s Uber UBER Stock Holding History

N.E.W. Advisory Services’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	$176K	Sell	2,441 -81	-3%	-$5.94K	0.01%	235
2026 Q1	$181K	Hold	2,522	–	–	0.01%	221
2025 Q4	$206K	Buy	2,522 +170	+7%	+$15.3K	0.02%	205
2025 Q3	$230K	Buy	2,352 +118	+5%	+$11K	0.02%	172
2025 Q2	$208K	Sell	2,234 -1,220	-35%	-$100K	0.02%	180
2025 Q1	$252K	Buy	+3,454	New	+$249K	0.02%	185
2024 Q2	–	Sell	-2,639	Closed	-$203K	–	187
2024 Q1	$203K	Buy	+2,639	New	+$189K	0.02%	166
2023 Q3	–	Sell	-4,820	Closed	-$208K	–	155
2023 Q2	$208K	Buy	+4,820	New	+$179K	0.03%	129
2022 Q1	–	Sell	-7,838	Closed	-$329K	–	158
2021 Q4	$329K	Buy	+7,838	New	+$338K	0.05%	108

Other funds holding UBER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

N.E.W. Advisory Services's UBER Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Uber (UBER) stake by 3.2% in Q2 2026, selling an estimated $5.94K and leaving 2,441 shares worth $176K. The position accounts for 0.01% of the portfolio, ranked #235.

N.E.W. Advisory Services first reported a position in UBER in Q4 2021 and has held it in 9 quarters since. The position peaked at $329K in Q4 2021. 1,605 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

N.E.W. Advisory Services held 2,441 shares of Uber worth $176K as of Q2 2026.
N.E.W. Advisory Services sold 81 Uber shares in Q2 2026, an estimated $5.94K.
Uber made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #235 holding.
N.E.W. Advisory Services first reported a position in Uber in Q4 2021 and has held it in 9 quarters since.
N.E.W. Advisory Services's Uber position peaked at $329K in Q4 2021.
1,605 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.