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Blue Rock Wealth Management’s Uber UBER Stock Holding History

Blue Rock 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 		$401K Sell
5,578
-300
-5% -$23.1K 0.26% 59
2025
Q4 		$480K Sell
5,878
-100
-2% -$9.01K 0.3% 50
2025
Q3 		$586K Buy
5,978
+318
+6% +$29.7K 0.36% 42
2025
Q2 		$528K Sell
5,660
-240
-4% -$19.8K 0.37% 46
2025
Q1 		$430K Buy
5,900
+500
+9% +$36K 0.36% 50
2024
Q4 		$326K Buy
+5,400
New +$386K 0.34% 46

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

Blue Rock Wealth Management's UBER Position: Q1 2026 in Review

Blue Rock Wealth Management reduced its Uber (UBER) stake by 5.1% in Q1 2026, selling an estimated $23.1K and leaving 5,578 shares worth $401K. The position accounts for 0.26% of the portfolio, ranked #59.

Blue Rock Wealth Management first reported a position in UBER in Q4 2024 and has held it in 6 quarters since. The position peaked at $586K in Q3 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Blue Rock Wealth Management held 5,578 shares of Uber worth $401K as of Q1 2026.
  • Blue Rock Wealth Management sold 300 Uber shares in Q1 2026, an estimated $23.1K.
  • Uber made up 0.26% of Blue Rock Wealth Management's portfolio in Q1 2026, its #59 holding.
  • Blue Rock Wealth Management first reported a position in Uber in Q4 2024 and has held it in 6 quarters since.
  • Blue Rock Wealth Management's Uber position peaked at $586K in Q3 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Blue Rock Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.