Xcel Wealth Management
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Xcel Wealth Management’s Uber UBER Stock Holding History

Xcel Wealth Management’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 		$2.07M Sell
30,183
-2,555
-8% -$187K 0.51% 53
2026
Q2 		$2.36M Sell
32,738
-13,671
-29% -$1M 0.56% 41
2026
Q1 		$3.34M Sell
46,409
-6,687
-13% -$515K 0.92% 28
2025
Q4 		$4.34M Sell
53,096
-150
-0.3% -$13.5K 1.1% 22
2025
Q3 		$5.22M Sell
53,246
-1,135
-2% -$106K 1.36% 19
2025
Q2 		$5.07M Sell
54,381
-1,019
-2% -$83.9K 1.44% 18
2025
Q1 		$4.04M Sell
55,400
-825
-1% -$59.4K 1.26% 24
2024
Q4 		$3.39M Sell
56,225
-11,120
-17% -$794K 0.94% 27
2024
Q3 		$5.06M Sell
67,345
-3,200
-5% -$225K 1.48% 19
2024
Q2 		$5.13M Sell
70,545
-7,575
-10% -$526K 1.61% 17
2024
Q1 		$6.01M Sell
78,120
-65,794
-46% -$4.72M 1.88% 15
2023
Q4 		$8.86M Sell
143,914
-19,314
-12% -$1.01M 3.11% 9
2023
Q3 		$7.51M Sell
163,228
-17,483
-10% -$799K 2.96% 10
2023
Q2 		$7.8M Buy
180,711
+1,976
+1% +$73.4K 2.46% 12
2023
Q1 		$5.67M Buy
178,735
+22,955
+15% +$728K 1.99% 16
2022
Q4 		$3.85M Sell
155,780
-26,600
-15% -$728K 1.52% 19
2022
Q3 		$4.83M Sell
182,380
-20,024
-10% -$553K 1.8% 17
2022
Q2 		$4.14M Buy
202,404
+7,057
+4% +$187K 1.51% 18
2022
Q1 		$6.97M Buy
195,347
+35,125
+22% +$1.26M 1.91% 16
2021
Q4 		$6.72M Buy
160,222
+20,202
+14% +$871K 1.73% 19
2021
Q3 		$6.27M Buy
140,020
+48,462
+53% +$2.12M 1.82% 19
2021
Q2 		$4.59M Buy
91,558
+11,076
+14% +$579K 1.39% 24
2021
Q1 		$4.39M Buy
80,482
+1,410
+2% +$78.7K 1.56% 21
2020
Q4 		$4.03M Buy
79,072
+1,691
+2% +$75.8K 1.74% 19
2020
Q3 		$2.82M Buy
77,381
+2,300
+3% +$75.9K 1.45% 22
2020
Q2 		$2.33M Buy
75,081
+51,646
+220% +$1.61M 1.45% 22
2020
Q1 		$654K Buy
+23,435
New +$771K 0.59% 43

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Xcel Wealth Management's UBER Position: Q3 2026 in Review

Xcel Wealth Management reduced its Uber (UBER) stake by 7.8% in Q3 2026, selling an estimated $187K and leaving 30,183 shares worth $2.07M. The position accounts for 0.51% of the portfolio, ranked #53.

Xcel Wealth Management first reported a position in UBER in Q1 2020 and has held it in 27 quarters since. The position peaked at $8.86M in Q4 2023. 1,359 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • Xcel Wealth Management held 30,183 shares of Uber worth $2.07M as of Q3 2026.
  • Xcel Wealth Management sold 2,555 Uber shares in Q3 2026, an estimated $187K.
  • Uber made up 0.51% of Xcel Wealth Management's portfolio in Q3 2026, its #53 holding.
  • Xcel Wealth Management first reported a position in Uber in Q1 2020 and has held it in 27 quarters since.
  • Xcel Wealth Management's Uber position peaked at $8.86M in Q4 2023.
  • 1,359 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Xcel Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.