PFW Advisors
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PFW Advisors’s Uber UBER Stock Holding History

PFW 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 		$206K Buy
3,014
+76
+3% +$5.56K 0.06% 120
2026
Q2 		$212K Sell
2,938
-365
-11% -$26.8K 0.06% 119
2026
Q1 		$238K Sell
3,303
-7
-0.2% -$539 0.07% 109
2025
Q4 		$270K Sell
3,310
-452
-12% -$40.7K 0.08% 102
2025
Q3 		$369K Hold
3,762
– – 0.11% 96
2025
Q2 		$351K Buy
3,762
+57
+2% +$4.69K 0.11% 99
2025
Q1 		$270K Buy
3,705
+29
+0.8% +$2.09K 0.08% 101
2024
Q4 		$222K Buy
+3,676
New +$262K 0.07% 113
2024
Q2 		$290K Sell
3,987
-117
-3% -$8.13K 0.09% 103
2024
Q1 		$316K Buy
4,104
+57
+1% +$4.09K 0.1% 101
2023
Q4 		$249K Sell
4,047
-639
-14% -$33.4K 0.08% 107
2023
Q3 		$216K Hold
4,686
– – 0.08% 112
2023
Q2 		$205K Buy
+4,686
New +$174K 0.07% 116
2019
Q3 		$284K Buy
+3,780
New +$142K 0.09% 104

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 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

PFW Advisors's UBER Position: Q3 2026 in Review

PFW Advisors increased its Uber (UBER) stake by 2.6% in Q3 2026, buying an estimated $5.56K and bringing the position to 3,014 shares worth $206K. The position accounts for 0.06% of the portfolio, ranked #120.

PFW Advisors first reported a position in UBER in Q3 2019 and has held it in 14 quarters since. The position peaked at $369K in Q3 2025. 888 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • PFW Advisors held 3,014 shares of Uber worth $206K as of Q3 2026.
  • PFW Advisors bought 76 Uber shares in Q3 2026, an estimated $5.56K.
  • Uber made up 0.06% of PFW Advisors's portfolio in Q3 2026, its #120 holding.
  • PFW Advisors first reported a position in Uber in Q3 2019 and has held it in 14 quarters since.
  • PFW Advisors's Uber position peaked at $369K in Q3 2025.
  • 888 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.