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New Wave Wealth Advisors’s Uber UBER Stock Holding History

New Wave 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 		$203K Sell
2,810
-148
-5% -$10.9K 0.06% 202
2026
Q1 		$213K Sell
2,958
-9,188
-76% -$707K 0.07% 179
2025
Q4 		$1.04M Buy
12,146
+9,125
+302% +$822K 0.38% 54
2025
Q3 		$296K Sell
3,021
-14,376
-83% -$1.34M 0.12% 126
2025
Q2 		$1.62M Buy
17,397
+12,011
+223% +$989K 0.69% 34
2025
Q1 		$392K Buy
5,386
+3,414
+173% +$246K 0.18% 80
2024
Q4 		$119K Buy
+1,972
New +$141K 0.05% 175

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

New Wave Wealth Advisors's UBER Position: Q2 2026 in Review

New Wave Wealth Advisors reduced its Uber (UBER) stake by 5% in Q2 2026, selling an estimated $10.9K and leaving 2,810 shares worth $203K. The position accounts for 0.06% of the portfolio, ranked #202.

New Wave Wealth Advisors first reported a position in UBER in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.62M in Q2 2025. 827 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • New Wave Wealth Advisors held 2,810 shares of Uber worth $203K as of Q2 2026.
  • New Wave Wealth Advisors sold 148 Uber shares in Q2 2026, an estimated $10.9K.
  • Uber made up 0.06% of New Wave Wealth Advisors's portfolio in Q2 2026, its #202 holding.
  • New Wave Wealth Advisors first reported a position in Uber in Q4 2024 and has held it in 7 quarters since.
  • New Wave Wealth Advisors's Uber position peaked at $1.62M in Q2 2025.
  • 827 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.