Unique Wealth Strategies’s Uber UBER Stock Holding History

Unique Wealth Strategies’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	$582K	Sell	8,062 -492	-6%	-$36.1K	0.21%	143
2026 Q1	$615K	Buy	8,554 +4,560	+114%	+$351K	0.25%	106
2025 Q4	$326K	Buy	3,994 +57	+1%	+$5.13K	0.13%	180
2025 Q3	$386K	Sell	3,937 -5,420	-58%	-$507K	0.15%	176
2025 Q2	$873K	Buy	+9,357	New	+$770K	0.36%	66
2024 Q3	–	Sell	-3,151	Closed	-$243K	–	641
2024 Q2	$243K	Hold	3,151	–	–	0.11%	172
2024 Q1	$243K	Sell	3,151 -4,410	-58%	-$317K	0.12%	172
2023 Q4	$466K	Buy	+7,561	New	+$396K	0.31%	115

Other funds holding UBER

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

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

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 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

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

Unique Wealth Strategies's UBER Position: Q2 2026 in Review

Unique Wealth Strategies reduced its Uber (UBER) stake by 5.8% in Q2 2026, selling an estimated $36.1K and leaving 8,062 shares worth $582K. The position accounts for 0.21% of the portfolio, ranked #143.

Unique Wealth Strategies first reported a position in UBER in Q4 2023 and has held it in 8 quarters since. The position peaked at $873K in Q2 2025. 350 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Unique Wealth Strategies held 8,062 shares of Uber worth $582K as of Q2 2026.
Unique Wealth Strategies sold 492 Uber shares in Q2 2026, an estimated $36.1K.
Uber made up 0.21% of Unique Wealth Strategies's portfolio in Q2 2026, its #143 holding.
Unique Wealth Strategies first reported a position in Uber in Q4 2023 and has held it in 8 quarters since.
Unique Wealth Strategies's Uber position peaked at $873K in Q2 2025.
350 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.