Nvest Wealth Strategies’s Uber UBER Stock Holding History

Nvest Wealth Strategies’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	–	Sell	-9	Closed	-$648	–	429
2026 Q1	$648	Buy	+9	New	+$693	﹤0.01%	255

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Nvest Wealth Strategies's UBER Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of Uber (UBER) in Q2 2026, closing a stake of 9 shares — an estimated $648 sold.

Nvest Wealth Strategies first reported a position in UBER in Q1 2026 and held it in 1 quarter. The position peaked at $648 in Q1 2026. 1,416 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Nvest Wealth Strategies reported no remaining Uber position as of Q2 2026 after selling out during the quarter.
Nvest Wealth Strategies sold 9 Uber shares in Q2 2026, an estimated $648.
Nvest Wealth Strategies first reported a position in Uber in Q1 2026 and held it in 1 quarter.
Nvest Wealth Strategies's Uber position peaked at $648 in Q1 2026.
1,416 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.