Whelan Financial
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Whelan Financial’s Uber UBER Stock Holding History

Whelan Financial’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 		$1.22M Buy
17,867
+2,082
+13% +$152K 0.32% 35
2026
Q2 		$1.14M Buy
15,785
+1,048
+7% +$76.8K 0.31% 37
2026
Q1 		$1.06M Buy
14,737
+1,848
+14% +$142K 0.33% 34
2025
Q4 		$1.05M Buy
12,889
+973
+8% +$87.6K 0.33% 35
2025
Q3 		$1.17M Buy
11,916
+4,481
+60% +$419K 0.37% 32
2025
Q2 		$694K Buy
7,435
+2,100
+39% +$173K 0.25% 35
2025
Q1 		$389K Buy
+5,335
New +$384K 0.15% 42

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

Whelan Financial's UBER Position: Q3 2026 in Review

Whelan Financial increased its Uber (UBER) stake by 13% in Q3 2026, buying an estimated $152K and bringing the position to 17,867 shares worth $1.22M. The position accounts for 0.32% of the portfolio, ranked #35.

Whelan Financial first reported a position in UBER in Q1 2025 and has held it in 7 quarters since. 1,266 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • Whelan Financial held 17,867 shares of Uber worth $1.22M as of Q3 2026.
  • Whelan Financial bought 2,082 Uber shares in Q3 2026, an estimated $152K.
  • Uber made up 0.32% of Whelan Financial's portfolio in Q3 2026, its #35 holding.
  • Whelan Financial first reported a position in Uber in Q1 2025 and has held it in 7 quarters since.
  • 1,266 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.