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Aviso Wealth Management’s Uber UBER Stock Holding History

Aviso 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 		$3.18M Sell
44,158
-68
-0.2% -$5.23K 1.43% 19
2025
Q4 		$3.61M Buy
44,226
+586
+1% +$52.8K 1.52% 17
2025
Q3 		$4.28M Buy
43,640
+4,280
+11% +$400K 1.86% 12
2025
Q2 		$3.67M Sell
39,360
-3,299
-8% -$272K 1.71% 12
2025
Q1 		$3.11M Buy
42,659
+1,933
+5% +$139K 1.65% 11
2024
Q4 		$2.46M Buy
40,726
+10,103
+33% +$721K 1.25% 14
2024
Q3 		$2.3M Buy
+30,623
New +$2.16M 1.25% 15

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

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

Aviso Wealth Management reduced its Uber (UBER) stake by 0.15% in Q1 2026, selling an estimated $5.23K and leaving 44,158 shares worth $3.18M. The position accounts for 1.43% of the portfolio, ranked #19.

Aviso Wealth Management first reported a position in UBER in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.28M in Q3 2025. 2,430 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Aviso Wealth Management held 44,158 shares of Uber worth $3.18M as of Q1 2026.
  • Aviso Wealth Management sold 68 Uber shares in Q1 2026, an estimated $5.23K.
  • Uber made up 1.43% of Aviso Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Aviso Wealth Management first reported a position in Uber in Q3 2024 and has held it in 7 quarters since.
  • Aviso Wealth Management's Uber position peaked at $4.28M in Q3 2025.
  • 2,430 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.