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Accretive Wealth Partners’s Uber UBER Stock Holding History

Accretive Wealth Partners’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
Q1 		$1.6M Sell
22,255
-65
-0.3% -$5K 0.45% 65
2025
Q4 		$1.82M Sell
22,320
-517
-2% -$46.6K 0.54% 56
2025
Q3 		$2.24M Buy
22,837
+692
+3% +$64.7K 0.68% 46
2025
Q2 		$2.07M Buy
22,145
+71
+0.3% +$5.84K 0.68% 47
2025
Q1 		$1.89M Buy
22,074
+1,624
+8% +$117K 0.67% 50
2024
Q4 		$1.23M Sell
20,450
-433
-2% -$30.9K 0.52% 64
2024
Q3 		$1.57M Sell
20,883
-1,462
-7% -$103K 0.66% 52
2024
Q2 		$1.62M Sell
22,345
-162
-0.7% -$11.3K 0.68% 44
2024
Q1 		$1.56M Sell
22,507
-623
-3% -$44.7K 0.69% 46
2023
Q4 		$1.42M Sell
23,130
-375
-2% -$19.6K 0.68% 53
2023
Q3 		$1.08M Buy
23,505
+156
+0.7% +$7.13K 0.64% 51
2023
Q2 		$1.01M Buy
23,349
+1,106
+5% +$41.1K 0.6% 55
2023
Q1 		$705K Buy
22,243
+553
+3% +$17.5K 0.45% 74
2022
Q4 		$536K Buy
21,690
+628
+3% +$17.2K 0.37% 81
2022
Q3 		$558K Buy
21,062
+2,857
+16% +$78.9K 0.43% 79
2022
Q2 		$372K Sell
18,205
-2,454
-12% -$65.1K 0.27% 91
2022
Q1 		$737K Buy
20,659
+732
+4% +$26.3K 0.46% 77
2021
Q4 		$836K Buy
19,927
+2,646
+15% +$114K 0.53% 77
2021
Q3 		$774K Buy
17,281
+960
+6% +$41.9K 0.55% 73
2021
Q2 		$818K Buy
16,321
+1,410
+9% +$73.6K 0.59% 71
2021
Q1 		$813K Buy
14,911
+361
+2% +$20.1K 0.73% 63
2020
Q4 		$742K Buy
+14,550
New +$652K 0.73% 55

Other funds holding UBER

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Accretive Wealth Partners's UBER Position: Q1 2026 in Review

Accretive Wealth Partners reduced its Uber (UBER) stake by 0.29% in Q1 2026, selling an estimated $5K and leaving 22,255 shares worth $1.6M. The position accounts for 0.45% of the portfolio, ranked #65.

Accretive Wealth Partners first reported a position in UBER in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.24M in Q3 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Accretive Wealth Partners held 22,255 shares of Uber worth $1.6M as of Q1 2026.
  • Accretive Wealth Partners sold 65 Uber shares in Q1 2026, an estimated $5K.
  • Uber made up 0.45% of Accretive Wealth Partners's portfolio in Q1 2026, its #65 holding.
  • Accretive Wealth Partners first reported a position in Uber in Q4 2020 and has held it in 22 quarters since.
  • Accretive Wealth Partners's Uber position peaked at $2.24M in Q3 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.