Perigon Wealth Management
UBER icon

Perigon Wealth Management’s Uber UBER Stock Holding History

Perigon Wealth Management’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 		$2.81M Sell
40,965
-9,619
-19% -$703K 0.04% 334
2026
Q2 		$3.65M Sell
50,584
-8,397
-14% -$616K 0.06% 286
2026
Q1 		$4.24M Sell
58,981
-27,593
-32% -$2.12M 0.08% 241
2025
Q4 		$7.07M Sell
86,574
-8,134
-9% -$732K 0.13% 153
2025
Q3 		$9.28M Buy
94,708
+11,795
+14% +$1.1M 0.19% 113
2025
Q2 		$7.74M Buy
82,913
+1,855
+2% +$153K 0.18% 119
2025
Q1 		$5.91M Buy
81,058
+68
+0.1% +$4.9K 0.15% 138
2024
Q4 		$5.55M Buy
+80,990
New +$5.78M 0.14% 148
2024
Q3 		– Sell
-58,080
Closed -$4.09M – 1035
2024
Q2 		$4.22M Sell
58,080
-963
-2% -$66.9K 0.12% 154
2024
Q1 		$4.55M Sell
59,043
-8,186
-12% -$588K 0.14% 153
2023
Q4 		$4.14M Buy
67,229
+19,513
+41% +$1.02M 0.14% 149
2023
Q3 		$2.19M Sell
47,716
-60,683
-56% -$2.77M 0.09% 195
2023
Q2 		$3.41M Buy
108,399
+100,971
+1,359% +$3.75M 0.13% 149
2023
Q1 		$235K Buy
+7,428
New +$236K 0.01% 623
2022
Q4 		– Sell
-11,468
Closed -$304K – 721
2022
Q3 		$304K Buy
+11,468
New +$317K 0.03% 420
2022
Q2 		– Sell
-9,612
Closed -$343K – 618
2022
Q1 		$343K Sell
9,612
-2,997
-24% -$108K 0.02% 430
2021
Q4 		$529K Buy
12,609
+6,820
+118% +$294K 0.04% 332
2021
Q3 		$259K Buy
+5,789
New +$253K 0.02% 444
2021
Q1 		– Sell
-1,904
Closed -$97K – 1001
2020
Q4 		$97K Buy
+1,904
New +$85.3K 0.01% 545

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

Perigon Wealth Management's UBER Position: Q3 2026 in Review

Perigon Wealth Management reduced its Uber (UBER) stake by 19% in Q3 2026, selling an estimated $703K and leaving 40,965 shares worth $2.81M. The position accounts for 0.04% of the portfolio, ranked #334.

Perigon Wealth Management first reported a position in UBER in Q4 2020 and has held it in 19 quarters since. The position peaked at $9.28M in Q3 2025. 598 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • Perigon Wealth Management held 40,965 shares of Uber worth $2.81M as of Q3 2026.
  • Perigon Wealth Management sold 9,619 Uber shares in Q3 2026, an estimated $703K.
  • Uber made up 0.04% of Perigon Wealth Management's portfolio in Q3 2026, its #334 holding.
  • Perigon Wealth Management first reported a position in Uber in Q4 2020 and has held it in 19 quarters since.
  • Perigon Wealth Management's Uber position peaked at $9.28M in Q3 2025.
  • 598 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.