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Arkadios Wealth Advisors’s Uber UBER Stock Holding History

Arkadios Wealth Advisors’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 		$187K Hold
2,600
– – ﹤0.01% 1578
2025
Q4 		$212K Buy
2,600
+300
+13% +$27K ﹤0.01% 1424
2025
Q3 		$225K Buy
2,300
+1,000
+77% +$93.5K 0.01% 1308
2025
Q2 		$121K Buy
+1,300
New +$107K ﹤0.01% 1246

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

Arkadios Wealth Advisors's UBER Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Uber (UBER) stake by 7.4% in Q1 2026, selling an estimated $837K and leaving 136,389 shares worth $9.81M. The position accounts for 0.16% of the portfolio, ranked #146.

Arkadios Wealth Advisors first reported a position in UBER in Q4 2019 and has held it in 22 quarters since. The position peaked at $12M in Q4 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Arkadios Wealth Advisors held 136,389 shares of Uber worth $9.81M as of Q1 2026.
  • Arkadios Wealth Advisors sold 10,872 Uber shares in Q1 2026, an estimated $837K.
  • Uber made up 0.16% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #146 holding.
  • Arkadios Wealth Advisors first reported a position in Uber in Q4 2019 and has held it in 22 quarters since.
  • Arkadios Wealth Advisors's Uber position peaked at $12M in Q4 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.