BFA
UBER icon

Beacon Financial Advisory’s Uber UBER Stock Holding History

Beacon Financial Advisory’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 		$256K Sell
3,553
-191
-5% -$14.7K 0.06% 344
2025
Q4 		$306K Buy
3,744
+510
+16% +$45.9K 0.07% 291
2025
Q3 		$317K Buy
3,234
+87
+3% +$8.14K 0.07% 284
2025
Q2 		$294K Buy
3,147
+208
+7% +$17.1K 0.08% 273
2025
Q1 		$214K Buy
+2,939
New +$212K 0.06% 310

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

Beacon Financial Advisory's UBER Position: Q1 2026 in Review

Beacon Financial Advisory reduced its Uber (UBER) stake by 5.1% in Q1 2026, selling an estimated $14.7K and leaving 3,553 shares worth $256K. The position accounts for 0.06% of the portfolio, ranked #344.

Beacon Financial Advisory first reported a position in UBER in Q1 2025 and has held it in 5 quarters since. The position peaked at $317K in Q3 2025. 2,430 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Beacon Financial Advisory held 3,553 shares of Uber worth $256K as of Q1 2026.
  • Beacon Financial Advisory sold 191 Uber shares in Q1 2026, an estimated $14.7K.
  • Uber made up 0.06% of Beacon Financial Advisory's portfolio in Q1 2026, its #344 holding.
  • Beacon Financial Advisory first reported a position in Uber in Q1 2025 and has held it in 5 quarters since.
  • Beacon Financial Advisory's Uber position peaked at $317K in Q3 2025.
  • 2,430 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.