Wealth Enhancement Advisory Services
UBER icon

Wealth Enhancement Advisory Services’s Uber UBER Stock Holding History

Wealth Enhancement Advisory Services’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 		$14.6M Sell
195,705
-49,594
-20% -$3.64M 0.02% 537
2026
Q1 		$17.3M Sell
245,299
-47,865
-16% -$3.68M 0.04% 437
2025
Q4 		$25.1M Sell
293,164
-22,116
-7% -$1.99M 0.03% 412
2025
Q3 		$30.8M Buy
315,280
+81,317
+35% +$7.6M 0.05% 334
2025
Q2 		$21.9M Buy
233,963
+16,767
+8% +$1.38M 0.04% 399
2025
Q1 		$15.8M Buy
217,196
+68,783
+46% +$4.96M 0.03% 463
2024
Q4 		$8.95M Buy
148,413
+31,321
+27% +$2.24M 0.02% 598
2024
Q3 		$8.8M Sell
117,092
-12,564
-10% -$885K 0.02% 550
2024
Q2 		$9.42M Sell
129,656
-53,044
-29% -$3.69M 0.02% 499
2024
Q1 		$14.1M Buy
182,700
+22,709
+14% +$1.63M 0.04% 389
2023
Q4 		$9.85M Buy
159,991
+46,597
+41% +$2.44M 0.03% 435
2023
Q3 		$5.22M Buy
+113,394
New +$5.18M 0.02% 569

Other funds holding UBER

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DC
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services's UBER Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Uber (UBER) stake by 20% in Q2 2026, selling an estimated $3.64M and leaving 195,705 shares worth $14.6M. The position accounts for 0.02% of the portfolio, ranked #537.

Wealth Enhancement Advisory Services first reported a position in UBER in Q3 2023 and has held it in 12 quarters since. The position peaked at $30.8M in Q3 2025. 589 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Wealth Enhancement Advisory Services held 195,705 shares of Uber worth $14.6M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 49,594 Uber shares in Q2 2026, an estimated $3.64M.
  • Uber made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #537 holding.
  • Wealth Enhancement Advisory Services first reported a position in Uber in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Uber position peaked at $30.8M in Q3 2025.
  • 589 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.