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AE Wealth Management’s Uber UBER Stock Holding History

AE 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
2025
Q3 		– Sell
-100
Closed -$155 – 2374
2025
Q2 		$155 Buy
+100
New +$8.23K ﹤0.01% 2131

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

AE Wealth Management's UBER Position: Q1 2026 in Review

AE Wealth Management reduced its Uber (UBER) stake by 74% in Q1 2026, selling an estimated $13.4M and leaving 59,457 shares worth $4.28M. The position accounts for 0.02% of the portfolio, ranked #455.

AE Wealth Management first reported a position in UBER in Q2 2019 and has held it in 28 quarters since. The position peaked at $29.6M in Q3 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • AE Wealth Management held 59,457 shares of Uber worth $4.28M as of Q1 2026.
  • AE Wealth Management sold 173,560 Uber shares in Q1 2026, an estimated $13.4M.
  • Uber made up 0.02% of AE Wealth Management's portfolio in Q1 2026, its #455 holding.
  • AE Wealth Management first reported a position in Uber in Q2 2019 and has held it in 28 quarters since.
  • AE Wealth Management's Uber position peaked at $29.6M in Q3 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.