Appleton Partners’s Uber UBER Stock Holding History

Appleton 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	–	Sell	-2,510	Closed	-$205K	–	269
2025 Q4	$205K	Buy	+2,510	New	+$226K	0.01%	259

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

Appleton Partners's UBER Position: Q1 2026 in Review

Appleton Partners sold out of Uber (UBER) in Q1 2026, closing a stake of 2,510 shares — an estimated $205K sold.

Appleton Partners first reported a position in UBER in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

Appleton Partners reported no remaining Uber position as of Q1 2026 after selling out during the quarter.
Appleton Partners sold 2,510 Uber shares in Q1 2026, an estimated $205K.
Appleton Partners first reported a position in Uber in Q4 2025 and held it in 1 quarter.
Appleton Partners's Uber position peaked at $205K in Q4 2025.
2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Appleton Partners's 13F filing for Q1 2026, filed 28 Apr 2026.