Wealth Advisory Solutions
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Wealth Advisory Solutions’s Uber UBER Stock Holding History

Wealth Advisory 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
Q3 		$5M Buy
73,013
+50
+0.1% +$3.66K 1.03% 24
2026
Q2 		$5.27M Sell
72,963
-3,240
-4% -$238K 1.08% 25
2026
Q1 		$5.48M Buy
76,203
+19,392
+34% +$1.49M 1.22% 21
2025
Q4 		$4.64M Sell
56,811
-17,151
-23% -$1.54M 1.08% 21
2025
Q3 		$7.25M Buy
73,962
+26,252
+55% +$2.46M 1.76% 15
2025
Q2 		$4.45M Buy
47,710
+1,008
+2% +$83K 1.13% 22
2025
Q1 		$3.4M Buy
+46,702
New +$3.36M 0.9% 35

Other funds holding UBER

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 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

Wealth Advisory Solutions's UBER Position: Q3 2026 in Review

Wealth Advisory Solutions increased its Uber (UBER) stake by 0.07% in Q3 2026, buying an estimated $3.66K and bringing the position to 73,013 shares worth $5M. The position accounts for 1.03% of the portfolio, ranked #24.

Wealth Advisory Solutions first reported a position in UBER in Q1 2025 and has held it in 7 quarters since. The position peaked at $7.25M in Q3 2025. 1,266 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • Wealth Advisory Solutions held 73,013 shares of Uber worth $5M as of Q3 2026.
  • Wealth Advisory Solutions bought 50 Uber shares in Q3 2026, an estimated $3.66K.
  • Uber made up 1.03% of Wealth Advisory Solutions's portfolio in Q3 2026, its #24 holding.
  • Wealth Advisory Solutions first reported a position in Uber in Q1 2025 and has held it in 7 quarters since.
  • Wealth Advisory Solutions's Uber position peaked at $7.25M in Q3 2025.
  • 1,266 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.