Bell & Brown Wealth Advisors’s Uber UBER Stock Holding History

Bell & Brown Wealth Advisors’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	$2.3M	Buy	31,977 +1,573	+5%	+$121K	0.75%	49
2025 Q4	$2.48M	Buy	30,404 +470	+2%	+$42.3K	0.8%	41
2025 Q3	$2.93M	Sell	29,934 -117	-0.4%	-$10.9K	0.96%	39
2025 Q2	$2.8M	Buy	30,051 +60	+0.2%	+$4.94K	1%	39
2025 Q1	$2.19M	Buy	29,991 +13,549	+82%	+$976K	0.85%	44
2024 Q4	$992K	Buy	+16,442	New	+$1.17M	0.37%	53

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

Bell & Brown Wealth Advisors's UBER Position: Q1 2026 in Review

Bell & Brown Wealth Advisors increased its Uber (UBER) stake by 5.2% in Q1 2026, buying an estimated $121K and bringing the position to 31,977 shares worth $2.3M. The position accounts for 0.75% of the portfolio, ranked #49.

Bell & Brown Wealth Advisors first reported a position in UBER in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.93M in Q3 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

Bell & Brown Wealth Advisors held 31,977 shares of Uber worth $2.3M as of Q1 2026.
Bell & Brown Wealth Advisors bought 1,573 Uber shares in Q1 2026, an estimated $121K.
Uber made up 0.75% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #49 holding.
Bell & Brown Wealth Advisors first reported a position in Uber in Q4 2024 and has held it in 6 quarters since.
Bell & Brown Wealth Advisors's Uber position peaked at $2.93M in Q3 2025.
2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.