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Avaii Wealth Management’s Uber UBER Stock Holding History

Avaii Wealth 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
-7,618
Closed -$622K – 170
2025
Q4 		$622K Buy
7,618
+174
+2% +$15.7K 0.23% 58
2025
Q3 		$729K Buy
7,444
+876
+13% +$81.9K 0.28% 48
2025
Q2 		$613K Sell
6,568
-446
-6% -$36.7K 0.27% 51
2025
Q1 		$511K Buy
7,014
+351
+5% +$25.3K 0.27% 56
2024
Q4 		$402K Buy
6,663
+2,088
+46% +$149K 0.2% 68
2024
Q3 		$344K Buy
4,575
+34
+0.7% +$2.39K 0.17% 83
2024
Q2 		$330K Buy
4,541
+966
+27% +$67.1K 0.18% 99
2024
Q1 		$275K Sell
3,575
-7,492
-68% -$538K 0.16% 110
2023
Q4 		$681K Sell
11,067
-2,026
-15% -$106K 0.44% 49
2023
Q3 		$602K Buy
13,093
+6,267
+92% +$286K 0.46% 49
2023
Q2 		$295K Sell
6,826
-4,413
-39% -$164K 0.23% 100
2023
Q1 		$356K Sell
11,239
-2,925
-21% -$92.8K 0.31% 77
2022
Q4 		$350K Sell
14,164
-5,964
-30% -$163K 0.31% 78
2022
Q3 		$533K Buy
20,128
+7,401
+58% +$204K 0.55% 42
2022
Q2 		$261K Buy
12,727
+6,568
+107% +$174K 0.28% 81
2022
Q1 		$220K Sell
6,159
-4,301
-41% -$155K 0.2% 97
2021
Q4 		$439K Buy
+10,460
New +$451K 0.44% 49

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

Avaii Wealth Management's UBER Position: Q1 2026 in Review

Avaii Wealth Management sold out of Uber (UBER) in Q1 2026, closing a stake of 7,618 shares — an estimated $622K sold.

Avaii Wealth Management first reported a position in UBER in Q4 2021 and held it in 17 quarters. The position peaked at $729K in Q3 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Avaii Wealth Management reported no remaining Uber position as of Q1 2026 after selling out during the quarter.
  • Avaii Wealth Management sold 7,618 Uber shares in Q1 2026, an estimated $622K.
  • Avaii Wealth Management first reported a position in Uber in Q4 2021 and held it in 17 quarters.
  • Avaii Wealth Management's Uber position peaked at $729K in Q3 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.