Watts Gwilliam & Co., LLC UBER — UBER TECHNOLOGIES INC

Ownership history in Watts Gwilliam & Co., LLC  ·  6 quarters on record

AI Ownership Summary

Watts Gwilliam & Co., LLC reported UBER TECHNOLOGIES INC (UBER) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 1.32% in 2025 Q1. The latest visible filing shows UBER at 0.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UBER ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Watts Gwilliam & Co., LLC's position in UBER TECHNOLOGIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

UBER was reported at 0.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.32% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UBER stock page Watts Gwilliam & Co., LLC fund profile Watts Gwilliam & Co., LLC full holdings
How Watts Gwilliam & Co., LLC held UBER — position size vs. price
% of Fund (quarterly)    UBER price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 12.9% -16.8% ✅ 30,416 -4,518 -12.9% 0.48% $3.0M 2025-11-14 (Est.) $91.62
2025 Q2 ADDED — — — 34,934 +24,234 +226.5% 0.54% $3.3M 2025-09-19 $98.51
2025 Q1 REDUCED 87.2% +28.1% ❌ 10,700 -72,749 -87.2% 0.01% $56K 2025-05-13 $91.72
2025 Q1 ADDED — — — 83,449 +10,506 +14.4% 1.32% $6.1M 2025-05-13 $91.72
2024 Q4 ADDED — — — 72,943 +61,494 +537.1% 1.02% $4.8M 2025-01-10 $65.97
2024 Q3 INITIATED — — — 11,449 — — 0.19% $872K 2024-10-09 $77.87

🏢 Other funds also holding UBER

As of 2026 Q1 — sorted by position size

PKO BP BANKOWY Universal Pension Society JSC 13.17% HughesLittle Investment Management Ltd. 10.28% LYNWOOD PRICE CAPITAL MANAGEMENT LP 7.89% HS Management Partners, LLC 3Y 7Y 5.52% Ahara Advisors LLC 4.71% LAZARI CAPITAL MANAGEMENT, INC. 4.68% Westbourne Investment Advisors, Inc. 3Y 7Y 4.04% Montaka Global Pty Ltd 3.66% Kampmann Melissa S. 3.46% Nepsis Inc. 3Y 7Y 3.45%

FAQ About Watts Gwilliam & Co., LLC and UBER

These are the practical questions this page is built to answer before you even open the full history table.

How long has Watts Gwilliam & Co., LLC reported owning UBER?

Watts Gwilliam & Co., LLC reported UBER across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported UBER position in Watts Gwilliam & Co., LLC's portfolio?

The largest reported portfolio weight for UBER was 1.32% in 2025 Q1.

What is the latest reported UBER position on this page?

The most recent filing on this page is 2025 Q3, when Watts Gwilliam & Co., LLC reported 30,416 shares, equal to 0.48% of portfolio, with an estimated market value of $3.0M.

What does the chart on this UBER ownership page compare?

The chart compares Watts Gwilliam & Co., LLC's quarterly UBER portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Watts Gwilliam & Co., LLC time their UBER position?

Based on 13F filing dates vs. subsequent UBER price moves, Watts Gwilliam & Co., LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on UBER relative to SPY over the holding period was -0.1%.

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