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Physician Wealth Advisors’s Uber UBER Stock Holding History

Physician 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 		$45.2K Buy
626
+79
+14% +$5.79K 0.01% 456
2026
Q1 		$39.3K Buy
547
+368
+206% +$28.3K 0.01% 444
2025
Q4 		$14.6K Sell
179
-394
-69% -$35.5K ﹤0.01% 659
2025
Q3 		$56.1K Buy
573
+398
+227% +$37.2K 0.01% 357
2025
Q2 		$16.3K Buy
175
+66
+61% +$5.43K ﹤0.01% 554
2025
Q1 		$7.94K Buy
109
+73
+203% +$5.26K ﹤0.01% 652
2024
Q4 		$2.17K Buy
+36
New +$2.57K ﹤0.01% 835

Other funds holding UBER

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Physician Wealth Advisors's UBER Position: Q2 2026 in Review

Physician Wealth Advisors increased its Uber (UBER) stake by 14% in Q2 2026, buying an estimated $5.79K and bringing the position to 626 shares worth $45.2K. The position accounts for 0.01% of the portfolio, ranked #456.

Physician Wealth Advisors first reported a position in UBER in Q4 2024 and has held it in 7 quarters since. The position peaked at $56.1K in Q3 2025. 1,075 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Physician Wealth Advisors held 626 shares of Uber worth $45.2K as of Q2 2026.
  • Physician Wealth Advisors bought 79 Uber shares in Q2 2026, an estimated $5.79K.
  • Uber made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #456 holding.
  • Physician Wealth Advisors first reported a position in Uber in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Uber position peaked at $56.1K in Q3 2025.
  • 1,075 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.