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Aspetuck Financial Management’s Uber UBER Stock Holding History

Aspetuck Financial 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
2026
Q1 		– Sell
-2,662
Closed -$218K – 78
2025
Q4 		$218K Sell
2,662
-75
-3% -$6.75K 0.15% 73
2025
Q3 		$268K Sell
2,737
-350
-11% -$32.7K 0.18% 69
2025
Q2 		$288K Hold
3,087
– – 0.22% 64
2025
Q1 		$225K Sell
3,087
-120
-4% -$8.64K 0.19% 66
2024
Q4 		$193K Buy
+3,207
New +$229K 0.15% 72

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aspetuck Financial Management's UBER Position: Q1 2026 in Review

Aspetuck Financial Management sold out of Uber (UBER) in Q1 2026, closing a stake of 2,662 shares — an estimated $218K sold.

Aspetuck Financial Management first reported a position in UBER in Q4 2024 and held it in 5 quarters. The position peaked at $288K in Q2 2025. 2,442 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Aspetuck Financial Management reported no remaining Uber position as of Q1 2026 after selling out during the quarter.
  • Aspetuck Financial Management sold 2,662 Uber shares in Q1 2026, an estimated $218K.
  • Aspetuck Financial Management first reported a position in Uber in Q4 2024 and held it in 5 quarters.
  • Aspetuck Financial Management's Uber position peaked at $288K in Q2 2025.
  • 2,442 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Aspetuck Financial Management's 13F filing for Q1 2026, filed 6 May 2026.