Wealth Alliance
UBER icon

Wealth Alliance’s Uber UBER Stock Holding History

Wealth Alliance’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 		$587K Sell
8,571
-1,987
-19% -$145K 0.05% 278
2026
Q2 		$762K Sell
10,558
-1,467
-12% -$108K 0.06% 227
2026
Q1 		$865K Sell
12,025
-2,454
-17% -$189K 0.09% 203
2025
Q4 		$1.18M Sell
14,479
-805
-5% -$72.5K 0.12% 158
2025
Q3 		$1.5M Buy
15,284
+750
+5% +$70.1K 0.15% 127
2025
Q2 		$1.36M Buy
14,534
+2,276
+19% +$187K 0.15% 135
2025
Q1 		$893K Sell
12,258
-509
-4% -$36.7K 0.11% 175
2024
Q4 		$770K Sell
12,767
-3,026
-19% -$216K 0.09% 199
2024
Q3 		$1.19M Buy
15,793
+535
+4% +$37.7K 0.14% 139
2024
Q2 		$1.11M Sell
15,258
-1,774
-10% -$123K 0.14% 140
2024
Q1 		$1.31M Sell
17,032
-373
-2% -$26.8K 0.17% 125
2023
Q4 		$1.07M Sell
17,405
-2,669
-13% -$140K 0.15% 133
2023
Q3 		$923K Sell
20,074
-1,255
-6% -$57.3K 0.15% 144
2023
Q2 		$921K Sell
21,329
-1,916
-8% -$71.2K 0.14% 156
2023
Q1 		$737K Buy
23,245
+8,685
+60% +$275K 0.12% 182
2022
Q4 		$360K Sell
14,560
-264
-2% -$7.22K 0.06% 299
2022
Q3 		$393K Buy
+14,824
New +$410K 0.08% 260
2022
Q2 		– Sell
-14,238
Closed -$508K – 495
2022
Q1 		$508K Buy
14,238
+4,045
+40% +$145K 0.1% 215
2021
Q4 		$427K Buy
10,193
+1,189
+13% +$51.3K 0.09% 256
2021
Q3 		$404K Sell
9,004
-99
-1% -$4.32K 0.09% 256
2021
Q2 		$456K Buy
9,103
+197
+2% +$10.3K 0.11% 218
2021
Q1 		$485K Sell
8,906
-618
-6% -$34.5K 0.14% 180
2020
Q4 		$486K Buy
9,524
+998
+12% +$44.7K 0.14% 172
2020
Q3 		$311K Buy
8,526
+251
+3% +$8.28K 0.11% 228
2020
Q2 		$257K Buy
+8,275
New +$258K 0.1% 249

Other funds holding UBER

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Wealth Alliance's UBER Position: Q3 2026 in Review

Wealth Alliance reduced its Uber (UBER) stake by 19% in Q3 2026, selling an estimated $145K and leaving 8,571 shares worth $587K. The position accounts for 0.05% of the portfolio, ranked #278.

Wealth Alliance first reported a position in UBER in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.5M in Q3 2025. 2,011 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • Wealth Alliance held 8,571 shares of Uber worth $587K as of Q3 2026.
  • Wealth Alliance sold 1,987 Uber shares in Q3 2026, an estimated $145K.
  • Uber made up 0.05% of Wealth Alliance's portfolio in Q3 2026, its #278 holding.
  • Wealth Alliance first reported a position in Uber in Q2 2020 and has held it in 25 quarters since.
  • Wealth Alliance's Uber position peaked at $1.5M in Q3 2025.
  • 2,011 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.