Opal Wealth Advisors
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Opal Wealth Advisors’s Uber UBER Stock Holding History

Opal 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
Q3 		$241K Sell
3,520
-928
-21% -$67.9K 0.05% 179
2026
Q2 		$321K Sell
4,448
-46
-1% -$3.37K 0.07% 154
2026
Q1 		$323K Buy
4,494
+339
+8% +$26.1K 0.07% 139
2025
Q4 		$340K Sell
4,155
-286
-6% -$25.8K 0.09% 144
2025
Q3 		$435K Buy
4,441
+74
+2% +$6.92K 0.12% 103
2025
Q2 		$407K Sell
4,367
-3,042
-41% -$250K 0.11% 96
2025
Q1 		$540K Sell
7,409
-1,489
-17% -$107K 0.17% 72
2024
Q4 		$537K Sell
8,898
-476
-5% -$34K 0.16% 86
2024
Q3 		$705K Buy
9,374
+374
+4% +$26.3K 0.22% 59
2024
Q2 		$654K Sell
9,000
-283
-3% -$19.7K 0.21% 61
2024
Q1 		$715K Buy
9,283
+261
+3% +$18.7K 0.24% 59
2023
Q4 		$555K Buy
9,022
+150
+2% +$7.85K 0.22% 72
2023
Q3 		$408K Buy
8,872
+1,223
+16% +$55.9K 0.24% 66
2023
Q2 		$330K Buy
+7,649
New +$284K 0.16% 80
2022
Q1 		– Sell
-5,088
Closed -$213K – 132
2021
Q4 		$213K Sell
5,088
-37
-0.7% -$1.6K 0.13% 117
2021
Q3 		$230K Sell
5,125
-104
-2% -$4.54K 0.22% 69
2021
Q2 		$262K Buy
5,229
+171
+3% +$8.93K 0.24% 59
2021
Q1 		$276K Buy
5,058
+101
+2% +$5.64K 0.3% 52
2020
Q4 		$253K Buy
+4,957
New +$222K 0.32% 53

Other funds holding UBER

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Opal Wealth Advisors's UBER Position: Q3 2026 in Review

Opal Wealth Advisors reduced its Uber (UBER) stake by 21% in Q3 2026, selling an estimated $67.9K and leaving 3,520 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #179.

Opal Wealth Advisors first reported a position in UBER in Q4 2020 and has held it in 19 quarters since. The position peaked at $715K in Q1 2024. 598 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • Opal Wealth Advisors held 3,520 shares of Uber worth $241K as of Q3 2026.
  • Opal Wealth Advisors sold 928 Uber shares in Q3 2026, an estimated $67.9K.
  • Uber made up 0.05% of Opal Wealth Advisors's portfolio in Q3 2026, its #179 holding.
  • Opal Wealth Advisors first reported a position in Uber in Q4 2020 and has held it in 19 quarters since.
  • Opal Wealth Advisors's Uber position peaked at $715K in Q1 2024.
  • 598 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.