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Realta Investment Advisors’s Uber UBER Stock Holding History

Realta Investment 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 		– Sell
-3,784
Closed -$273K – 410
2026
Q2 		$273K Sell
3,784
-457
-11% -$33.5K 0.08% 182
2026
Q1 		$305K Sell
4,241
-94
-2% -$7.24K 0.11% 163
2025
Q4 		$354K Buy
4,335
+317
+8% +$28.5K 0.12% 153
2025
Q3 		$394K Buy
4,018
+115
+3% +$10.8K 0.13% 137
2025
Q2 		$364K Sell
3,903
-397
-9% -$32.7K 0.14% 129
2025
Q1 		$313K Sell
4,300
-125
-3% -$9.01K 0.14% 135
2024
Q4 		$286K Sell
4,425
-775
-15% -$55.3K 0.12% 150
2024
Q3 		$442K Sell
5,200
-19,377
-79% -$1.36M 0.2% 114
2024
Q2 		$1.79M Buy
24,577
+4,171
+20% +$290K 0.35% 62
2024
Q1 		$1.57M Sell
20,406
-48
-0.2% -$3.45K 0.32% 70
2023
Q4 		$1.26M Buy
20,454
+7,732
+61% +$404K 0.28% 88
2023
Q3 		$549K Sell
12,722
-750
-6% -$34.3K 0.13% 189
2023
Q2 		$582K Buy
13,472
+2,057
+18% +$76.5K 0.13% 192
2023
Q1 		$362K Sell
11,415
-32
-0.3% -$1.01K 0.09% 257
2022
Q4 		$283K Buy
11,447
+690
+6% +$18.9K 0.07% 306
2022
Q3 		$285K Buy
+10,757
New +$297K 0.07% 292
2022
Q2 		– Sell
-7,795
Closed -$278K – 441
2022
Q1 		$278K Sell
7,795
-3,649
-32% -$131K 0.06% 314
2021
Q4 		$480K Sell
11,444
-3,462
-23% -$149K 0.11% 221
2021
Q3 		$668K Buy
14,906
+9,888
+197% +$432K 0.16% 159
2021
Q2 		$252K Buy
+5,018
New +$262K 0.06% 328
2020
Q1 		– Sell
-1,414
Closed -$42K – 1315
2019
Q4 		$42K Sell
1,414
-575
-29% -$17.1K 0.01% 718
2019
Q3 		$61K Buy
1,989
+857
+76% +$32.2K 0.02% 620
2019
Q2 		$52K Buy
+1,132
New +$48K 0.01% 664

Other funds holding UBER

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 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
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Realta Investment Advisors's UBER Position: Q3 2026 in Review

Realta Investment Advisors sold out of Uber (UBER) in Q3 2026, closing a stake of 3,784 shares — an estimated $273K sold.

Realta Investment Advisors first reported a position in UBER in Q2 2019 and held it in 23 quarters. The position peaked at $1.79M in Q2 2024. 319 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • Realta Investment Advisors reported no remaining Uber position as of Q3 2026 after selling out during the quarter.
  • Realta Investment Advisors sold 3,784 Uber shares in Q3 2026, an estimated $273K.
  • Realta Investment Advisors first reported a position in Uber in Q2 2019 and held it in 23 quarters.
  • Realta Investment Advisors's Uber position peaked at $1.79M in Q2 2024.
  • 319 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.