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Retirement Wealth Solutions’s Uber UBER Stock Holding History

Retirement Wealth Solutions’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 		$15.2K Sell
210
-4
-2% -$293 0.01% 183
2026
Q1 		$15.4K Sell
214
-242
-53% -$18.6K 0.01% 169
2025
Q4 		$37.3K Hold
456
– – 0.02% 110
2025
Q3 		$44.7K Sell
456
-55
-11% -$5.14K 0.03% 105
2025
Q2 		$47.7K Hold
511
– – 0.03% 95
2025
Q1 		$37.2K Sell
511
-16
-3% -$1.15K 0.03% 94
2024
Q4 		$34.8K Buy
+527
New +$37.6K 0.03% 104

Other funds holding UBER

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Retirement Wealth Solutions's UBER Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Uber (UBER) stake by 1.9% in Q2 2026, selling an estimated $293 and leaving 210 shares worth $15.2K. The position accounts for 0.01% of the portfolio, ranked #183.

Retirement Wealth Solutions first reported a position in UBER in Q4 2024 and has held it in 7 quarters since. The position peaked at $47.7K in Q2 2025. 350 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Retirement Wealth Solutions held 210 shares of Uber worth $15.2K as of Q2 2026.
  • Retirement Wealth Solutions sold 4 Uber shares in Q2 2026, an estimated $293.
  • Uber made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #183 holding.
  • Retirement Wealth Solutions first reported a position in Uber in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Uber position peaked at $47.7K in Q2 2025.
  • 350 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.