Strata Wealth Advisors
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Strata Wealth Advisors’s Uber UBER Stock Holding History

Strata 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
Q3 		$289K Sell
4,212
-107
-2% -$7.82K 0.07% 80
2026
Q2 		$312K Buy
4,319
+70
+2% +$5.13K 0.08% 77
2026
Q1 		$306K Buy
4,249
+39
+0.9% +$3K 0.08% 73
2025
Q4 		$344K Sell
4,210
-311
-7% -$28K 0.1% 63
2025
Q3 		$443K Buy
4,521
+34
+0.8% +$3.18K 0.12% 60
2025
Q2 		$419K Buy
4,487
+15
+0.3% +$1.24K 0.12% 54
2025
Q1 		$326K Sell
4,472
-5,317
-54% -$383K 0.1% 60
2024
Q4 		$590K Sell
9,789
-191
-2% -$13.6K 0.19% 45
2024
Q3 		$750K Buy
9,980
+106
+1% +$7.46K 0.24% 40
2024
Q2 		$718K Sell
9,874
-275
-3% -$19.1K 0.25% 37
2024
Q1 		$781K Buy
10,149
+119
+1% +$8.54K 0.27% 37
2023
Q4 		$618K Sell
10,030
-103
-1% -$5.39K 0.24% 41
2023
Q3 		$466K Buy
+10,133
New +$463K 0.22% 34
2023
Q1 		$353K Sell
11,145
-2,474
-18% -$78.5K 0.18% 41
2022
Q4 		$337K Buy
+13,619
New +$373K 0.19% 40

Other funds holding UBER

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Strata Wealth Advisors's UBER Position: Q3 2026 in Review

Strata Wealth Advisors reduced its Uber (UBER) stake by 2.5% in Q3 2026, selling an estimated $7.82K and leaving 4,212 shares worth $289K. The position accounts for 0.07% of the portfolio, ranked #80.

Strata Wealth Advisors first reported a position in UBER in Q4 2022 and has held it in 15 quarters since. The position peaked at $781K in Q1 2024. 1,236 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • Strata Wealth Advisors held 4,212 shares of Uber worth $289K as of Q3 2026.
  • Strata Wealth Advisors sold 107 Uber shares in Q3 2026, an estimated $7.82K.
  • Uber made up 0.07% of Strata Wealth Advisors's portfolio in Q3 2026, its #80 holding.
  • Strata Wealth Advisors first reported a position in Uber in Q4 2022 and has held it in 15 quarters since.
  • Strata Wealth Advisors's Uber position peaked at $781K in Q1 2024.
  • 1,236 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.