Resonant Capital Advisors’s Uber UBER Stock Holding History

Resonant Capital 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	$2.58M	Buy	35,704 +28,399	+389%	+$2.08M	0.12%	114
2026 Q1	$525K	Buy	7,305 +1,381	+23%	+$106K	0.03%	261
2025 Q4	$484K	Sell	5,924 -139	-2%	-$12.5K	0.03%	250
2025 Q3	$594K	Buy	6,063 +71	+1%	+$6.64K	0.03%	223
2025 Q2	$559K	Buy	5,992 +1,843	+44%	+$152K	0.04%	226
2025 Q1	$302K	Buy	+4,149	New	+$299K	0.02%	285
2024 Q4	–	Sell	-3,078	Closed	-$231K	–	364
2024 Q3	$231K	Buy	+3,078	New	+$217K	0.02%	323

Other funds holding UBER

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Resonant Capital Advisors's UBER Position: Q2 2026 in Review

Resonant Capital Advisors increased its Uber (UBER) stake by 389% in Q2 2026, buying an estimated $2.08M and bringing the position to 35,704 shares worth $2.58M. The position accounts for 0.12% of the portfolio, ranked #114.

Resonant Capital Advisors first reported a position in UBER in Q3 2024 and has held it in 7 quarters since. 1,300 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Resonant Capital Advisors held 35,704 shares of Uber worth $2.58M as of Q2 2026.
Resonant Capital Advisors bought 28,399 Uber shares in Q2 2026, an estimated $2.08M.
Uber made up 0.12% of Resonant Capital Advisors's portfolio in Q2 2026, its #114 holding.
Resonant Capital Advisors first reported a position in Uber in Q3 2024 and has held it in 7 quarters since.
1,300 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.