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WoodTrust Financial’s Uber UBER Stock Holding History

WoodTrust 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 		$1.43M Sell
20,885
-18
-0.1% -$1.32K 0.17% 73
2026
Q2 		$1.51M Buy
20,903
+6,018
+40% +$441K 0.18% 76
2026
Q1 		$1.07M Sell
14,885
-3,500
-19% -$269K 0.14% 82
2025
Q4 		$1.5M Sell
18,385
-115
-0.6% -$10.4K 0.18% 75
2025
Q3 		$1.81M Sell
18,500
-6,800
-27% -$636K 0.22% 65
2025
Q2 		$2.36M Buy
25,300
+800
+3% +$65.9K 0.3% 47
2025
Q1 		$1.78M Buy
24,500
+1,968
+9% +$142K 0.25% 58
2024
Q4 		$1.36M Sell
22,532
-1,177
-5% -$84K 0.19% 74
2024
Q3 		$1.78M Sell
23,709
-1,750
-7% -$123K 0.25% 61
2024
Q2 		$1.85M Buy
25,459
+2,500
+11% +$174K 0.29% 62
2024
Q1 		$1.77M Buy
22,959
+9
+0% +$646 0.28% 61
2023
Q4 		$1.41M Sell
22,950
-18,000
-44% -$942K 0.24% 67
2023
Q3 		$1.88M Hold
40,950
– – 0.36% 52
2023
Q2 		$1.77M Hold
40,950
– – 0.33% 57
2023
Q1 		$1.3M Hold
40,950
– – 0.25% 67
2022
Q4 		$1.01M Buy
40,950
+2,500
+7% +$68.4K 0.21% 71
2022
Q3 		$1.02M Buy
38,450
+9,000
+31% +$249K 0.23% 71
2022
Q2 		$602K Sell
29,450
-8,500
-22% -$226K 0.14% 90
2022
Q1 		$1.35M Buy
37,950
+5,250
+16% +$189K 0.27% 59
2021
Q4 		$1.37M Buy
32,700
+16,900
+107% +$729K 0.28% 50
2021
Q3 		$708K Buy
15,800
+10,150
+180% +$443K 0.17% 76
2021
Q2 		$283K Buy
+5,650
New +$295K 0.07% 110

Other funds holding UBER

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
PBBUPS
PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

WoodTrust Financial's UBER Position: Q3 2026 in Review

WoodTrust Financial reduced its Uber (UBER) stake by 0.09% in Q3 2026, selling an estimated $1.32K and leaving 20,885 shares worth $1.43M. The position accounts for 0.17% of the portfolio, ranked #73.

WoodTrust Financial first reported a position in UBER in Q2 2021 and has held it in 22 quarters since. The position peaked at $2.36M in Q2 2025. 104 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • WoodTrust Financial held 20,885 shares of Uber worth $1.43M as of Q3 2026.
  • WoodTrust Financial sold 18 Uber shares in Q3 2026, an estimated $1.32K.
  • Uber made up 0.17% of WoodTrust Financial's portfolio in Q3 2026, its #73 holding.
  • WoodTrust Financial first reported a position in Uber in Q2 2021 and has held it in 22 quarters since.
  • WoodTrust Financial's Uber position peaked at $2.36M in Q2 2025.
  • 104 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.