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Bennett Associates Wealth Management’s Uber UBER Stock Holding History

Bennett Associates 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 		– Sell
-3,499
Closed -$286K – 66
2025
Q4 		$286K Buy
3,499
+1,290
+58% +$116K 0.2% 47
2025
Q3 		$216K Buy
+2,209
New +$207K 0.16% 47

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

Bennett Associates Wealth Management's UBER Position: Q1 2026 in Review

Bennett Associates Wealth Management sold out of Uber (UBER) in Q1 2026, closing a stake of 3,499 shares — an estimated $286K sold.

Bennett Associates Wealth Management first reported a position in UBER in Q3 2025 and held it in 2 quarters. The position peaked at $286K in Q4 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Bennett Associates Wealth Management reported no remaining Uber position as of Q1 2026 after selling out during the quarter.
  • Bennett Associates Wealth Management sold 3,499 Uber shares in Q1 2026, an estimated $286K.
  • Bennett Associates Wealth Management first reported a position in Uber in Q3 2025 and held it in 2 quarters.
  • Bennett Associates Wealth Management's Uber position peaked at $286K in Q4 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.