Wealth Advisory Firm Trims Uber Stock Holdings

Uber's institutional investor base shifts as advisory firm reduces position

Apr. 2, 2026 at 11:58am by Ben Kaplan

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Wealth Advisory Solutions LLC, a financial advisory firm, has reduced its holdings in Uber Technologies, Inc. (NYSE: UBER) by 23.2% during the fourth quarter, according to a recent 13F filing with the SEC. The firm now owns 56,811 shares of the ride-sharing company's stock, valued at $4.6 million.

Why it matters

Uber's institutional investor base is closely watched as the company continues to navigate the competitive ride-hailing and delivery markets. This reduction by one advisory firm could signal a shift in investor sentiment around Uber's long-term prospects.

The details

According to the 13F filing, Wealth Advisory Solutions sold 17,151 Uber shares during the fourth quarter, reducing its total position to 56,811 shares. The firm's Uber holdings now make up approximately 1.1% of its total portfolio. Uber's stock price has fluctuated in recent months as the company works to achieve profitability and fend off competition from rivals like Lyft.

  • Wealth Advisory Solutions filed its 13F report for the fourth quarter of 2025 on April 2, 2026.
  • The firm reduced its Uber stake by 23.2% during the fourth quarter of 2025.

The players

Wealth Advisory Solutions LLC

A financial advisory firm that manages investments for individual and institutional clients.

Uber Technologies, Inc.

A technology company that operates a global platform connecting riders, drivers, couriers, restaurants and shippers.

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The takeaway

This reduction in Uber holdings by Wealth Advisory Solutions could signal a shift in investor sentiment around the company's long-term prospects, as it continues to face competitive pressures in the ride-hailing and delivery spaces.