Ascent Wealth Partners’s Uber UBER Stock Holding History

Ascent 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	–	Sell	-20,686	Closed	-$1.69M	–	202
2025 Q4	$1.69M	Buy	20,686 +353	+2%	+$31.8K	0.19%	99
2025 Q3	$1.99M	Buy	20,333 +1,321	+7%	+$124K	0.23%	88
2025 Q2	$1.77M	Sell	19,012 -7,027	-27%	-$578K	0.22%	93
2025 Q1	$1.9M	Buy	+26,039	New	+$1.88M	0.25%	81
2024 Q4	–	Sell	-27,762	Closed	-$2.09M	–	170
2024 Q3	$2.09M	Buy	+27,762	New	+$1.95M	0.29%	73

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

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

Ascent Wealth Partners sold out of Uber (UBER) in Q1 2026, closing a stake of 20,686 shares — an estimated $1.69M sold.

Ascent Wealth Partners first reported a position in UBER in Q3 2024 and held it in 5 quarters. The position peaked at $2.09M in Q3 2024. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

Ascent Wealth Partners reported no remaining Uber position as of Q1 2026 after selling out during the quarter.
Ascent Wealth Partners sold 20,686 Uber shares in Q1 2026, an estimated $1.69M.
Ascent Wealth Partners first reported a position in Uber in Q3 2024 and held it in 5 quarters.
Ascent Wealth Partners's Uber position peaked at $2.09M in Q3 2024.
2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Ascent Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.