Alan B. Lancz & Associates’s Uber UBER Stock Holding History

Alan B. Lancz & Associates’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	$691K	Hold	9,600	–	–	0.67%	37
2025 Q4	$784K	Buy	9,600 +100	+1%	+$9.01K	0.69%	37
2025 Q3	$931K	Buy	9,500 +1,000	+12%	+$93.5K	0.84%	32
2025 Q2	$793K	Hold	8,500	–	–	0.79%	32
2025 Q1	$619K	Hold	8,500	–	–	0.66%	36
2024 Q4	$513K	Sell	8,500 -600	-7%	-$42.8K	0.52%	48
2024 Q3	$684K	Buy	9,100 +200	+2%	+$14.1K	0.63%	37
2024 Q2	$647K	Buy	+8,900	New	+$619K	0.64%	36
2023 Q4	$548K	Sell	8,900 -700	-7%	-$36.6K	0.58%	41
2023 Q3	$442K	Sell	9,600 -700	-7%	-$32K	0.5%	54
2023 Q2	$445K	Hold	10,300	–	–	0.48%	64
2023 Q1	$327K	Hold	10,300	–	–	0.34%	90
2022 Q4	$303K	Hold	10,300	–	–	0.31%	100
2022 Q3	$273K	Hold	10,300	–	–	0.32%	94
2022 Q2	$242K	Hold	10,300	–	–	0.24%	111
2022 Q1	$368K	Buy	+10,300	New	+$370K	0.33%	90

Other funds holding UBER

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alan B. Lancz & Associates's UBER Position: Q1 2026 in Review

Alan B. Lancz & Associates held its Uber (UBER) position steady in Q1 2026 at 9,600 shares worth $691K. The position accounts for 0.67% of the portfolio, ranked #37.

Alan B. Lancz & Associates first reported a position in UBER in Q1 2022 and has held it in 16 quarters since. The position peaked at $931K in Q3 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

Alan B. Lancz & Associates held 9,600 shares of Uber worth $691K as of Q1 2026.
Alan B. Lancz & Associates left its Uber share count unchanged in Q1 2026.
Uber made up 0.67% of Alan B. Lancz & Associates's portfolio in Q1 2026, its #37 holding.
Alan B. Lancz & Associates first reported a position in Uber in Q1 2022 and has held it in 16 quarters since.
Alan B. Lancz & Associates's Uber position peaked at $931K in Q3 2025.
2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2026, filed 5 May 2026.