Avalon Trust’s Uber UBER Stock Holding History

Avalon Trust’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	$55.1K	Buy	766 +336	+78%	+$25.9K	﹤0.01%	271
2025 Q4	$35.1K	Buy	430 +400	+1,333%	+$36K	﹤0.01%	309
2025 Q3	$2.94K	Buy	+30	New	+$2.81K	﹤0.01%	448
2025 Q1	–	Sell	-172	Closed	-$10.4K	–	503
2024 Q4	$10.4K	Buy	+172	New	+$12.3K	﹤0.01%	315

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

Avalon Trust's UBER Position: Q1 2026 in Review

Avalon Trust increased its Uber (UBER) stake by 78% in Q1 2026, buying an estimated $25.9K and bringing the position to 766 shares worth $55.1K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Avalon Trust first reported a position in UBER in Q4 2024 and has held it in 4 quarters since. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

Avalon Trust held 766 shares of Uber worth $55.1K as of Q1 2026.
Avalon Trust bought 336 Uber shares in Q1 2026, an estimated $25.9K.
Uber made up ﹤0.01% of Avalon Trust's portfolio in Q1 2026, its #271 holding.
Avalon Trust first reported a position in Uber in Q4 2024 and has held it in 4 quarters since.
2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.