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Toth Financial Advisory’s Uber UBER Stock Holding History

Toth Financial Advisory’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 		$50.2K Buy
733
+16
+2% +$1.17K 0.01% 381
2026
Q2 		$51.7K Sell
717
-2
-0.3% -$147 0.01% 378
2026
Q1 		$51.7K Buy
719
+5
+0.7% +$385 0.01% 361
2025
Q4 		$58.3K Buy
714
+2
+0.3% +$180 0.01% 329
2025
Q3 		$69.8K Sell
712
-4,148
-85% -$388K 0.01% 300
2025
Q2 		$453K Buy
4,860
+4,000
+465% +$329K 0.05% 170
2025
Q1 		$62.7K Buy
860
+123
+17% +$8.86K 0.01% 271
2024
Q4 		$44.5K Sell
737
-17
-2% -$1.21K 0.01% 310
2024
Q3 		$56.7K Sell
754
-11,912
-94% -$839K 0.01% 282
2024
Q2 		$921K Hold
12,666
– – 0.12% 125
2024
Q1 		$975K Sell
12,666
-3,968
-24% -$285K 0.12% 126
2023
Q4 		$1.02M Sell
16,634
-350
-2% -$18.3K 0.14% 113
2023
Q3 		$781K Buy
16,984
+6,448
+61% +$295K 0.12% 125
2023
Q2 		$455K Buy
10,536
+9,425
+848% +$350K 0.07% 149
2023
Q1 		$35.2K Hold
1,111
– – 0.01% 314
2022
Q4 		$27.5K Sell
1,111
-50
-4% -$1.37K ﹤0.01% 348
2022
Q3 		$31K Hold
1,161
– – 0.01% 328
2022
Q2 		$24K Buy
1,161
+7
+0.6% +$186 ﹤0.01% 352
2022
Q1 		$41K Buy
1,154
+433
+60% +$15.6K 0.01% 307
2021
Q4 		$30K Buy
721
+330
+84% +$14.2K ﹤0.01% 348
2021
Q3 		$18K Sell
391
-35
-8% -$1.53K ﹤0.01% 413
2021
Q2 		$21K Sell
426
-75
-15% -$3.92K ﹤0.01% 368
2021
Q1 		$27K Hold
501
– – ﹤0.01% 349
2020
Q4 		$26K Buy
501
+175
+54% +$7.84K ﹤0.01% 311
2020
Q3 		$12K Hold
326
– – ﹤0.01% 362
2020
Q2 		$10K Hold
326
– – ﹤0.01% 359
2020
Q1 		$9K Buy
326
+200
+159% +$6.58K ﹤0.01% 286
2019
Q4 		$4K Hold
126
– – ﹤0.01% 376
2019
Q3 		$4K Hold
126
– – ﹤0.01% 370
2019
Q2 		$6K Buy
+126
New +$5.35K ﹤0.01% 363

Other funds holding UBER

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
PBBUPS
PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Toth Financial Advisory's UBER Position: Q3 2026 in Review

Toth Financial Advisory increased its Uber (UBER) stake by 2.2% in Q3 2026, buying an estimated $1.17K and bringing the position to 733 shares worth $50.2K. The position accounts for 0.01% of the portfolio, ranked #381.

Toth Financial Advisory first reported a position in UBER in Q2 2019 and has held it in 30 quarters since. The position peaked at $1.02M in Q4 2023. 104 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • Toth Financial Advisory held 733 shares of Uber worth $50.2K as of Q3 2026.
  • Toth Financial Advisory bought 16 Uber shares in Q3 2026, an estimated $1.17K.
  • Uber made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #381 holding.
  • Toth Financial Advisory first reported a position in Uber in Q2 2019 and has held it in 30 quarters since.
  • Toth Financial Advisory's Uber position peaked at $1.02M in Q4 2023.
  • 104 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.