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Balboa Wealth Partners’s Uber UBER Stock Holding History

Balboa 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
-2,675
Closed -$219K – 488
2025
Q4 		$219K Buy
2,675
+504
+23% +$45.4K 0.04% 361
2025
Q3 		$213K Buy
2,171
+6
+0.3% +$561 0.04% 343
2025
Q2 		$202K Buy
+2,165
New +$178K 0.04% 322
2024
Q4 		– Sell
-3,651
Closed -$274K – 388
2024
Q3 		$274K Buy
3,651
+3
+0.1% +$211 0.07% 197
2024
Q2 		$265K Sell
3,648
-1,791
-33% -$124K 0.07% 211
2024
Q1 		$419K Buy
+5,439
New +$390K 0.12% 132
2023
Q3 		– Sell
-6,292
Closed -$272K – 326
2023
Q2 		$272K Buy
+6,292
New +$234K 0.09% 175

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

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

Balboa Wealth Partners sold out of Uber (UBER) in Q1 2026, closing a stake of 2,675 shares — an estimated $219K sold.

Balboa Wealth Partners first reported a position in UBER in Q2 2023 and held it in 7 quarters. The position peaked at $419K in Q1 2024. 2,442 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Balboa Wealth Partners reported no remaining Uber position as of Q1 2026 after selling out during the quarter.
  • Balboa Wealth Partners sold 2,675 Uber shares in Q1 2026, an estimated $219K.
  • Balboa Wealth Partners first reported a position in Uber in Q2 2023 and held it in 7 quarters.
  • Balboa Wealth Partners's Uber position peaked at $419K in Q1 2024.
  • 2,442 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.