Bollard Group’s Uber UBER Stock Holding History

Bollard Group’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	$4.37M	Buy	60,674 +5,113	+9%	+$394K	0.13%	67
2025 Q4	$4.54M	Sell	55,561 -19,000	-25%	-$1.71M	0.11%	60
2025 Q3	$7.3M	Hold	74,561	–	–	0.17%	53
2025 Q2	$6.96M	Buy	74,561 +3,410	+5%	+$281K	0.16%	52
2025 Q1	$5.18M	Hold	71,151	–	–	0.14%	56
2024 Q4	$4.29M	Buy	71,151 +30,045	+73%	+$2.15M	0.12%	58
2024 Q3	$3.09M	Hold	41,106	–	–	0.08%	75
2024 Q2	$2.99M	Buy	41,106 +9,176	+29%	+$638K	0.08%	71
2024 Q1	$2.46M	Buy	31,930 +9,690	+44%	+$696K	0.07%	76
2023 Q4	$1.37M	Hold	22,240	–	–	0.05%	95
2023 Q3	$1.02M	Sell	22,240 -623	-3%	-$28.5K	0.04%	103
2023 Q2	$987K	Hold	22,863	–	–	0.03%	109
2023 Q1	$725K	Buy	22,863 +1,028	+5%	+$32.6K	0.03%	119
2022 Q4	$540K	Hold	21,835	–	–	0.02%	123
2022 Q3	$579K	Hold	21,835	–	–	0.02%	123
2022 Q2	$447K	Hold	21,835	–	–	0.02%	140
2022 Q1	$779K	Buy	+21,835	New	+$785K	0.02%	154
2021 Q2	–	Sell	-1,365	Closed	-$74K	–	439
2021 Q1	$74K	Hold	1,365	–	–	﹤0.01%	312
2020 Q4	$70K	Hold	1,365	–	–	﹤0.01%	308
2020 Q3	$50K	Hold	1,365	–	–	﹤0.01%	325
2020 Q2	$42K	Buy	+1,365	New	+$42.5K	﹤0.01%	363

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

Bollard Group's UBER Position: Q1 2026 in Review

Bollard Group increased its Uber (UBER) stake by 9.2% in Q1 2026, buying an estimated $394K and bringing the position to 60,674 shares worth $4.37M. The position accounts for 0.13% of the portfolio, ranked #67.

Bollard Group first reported a position in UBER in Q2 2020 and has held it in 21 quarters since. The position peaked at $7.3M in Q3 2025. 2,430 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

Bollard Group held 60,674 shares of Uber worth $4.37M as of Q1 2026.
Bollard Group bought 5,113 Uber shares in Q1 2026, an estimated $394K.
Uber made up 0.13% of Bollard Group's portfolio in Q1 2026, its #67 holding.
Bollard Group first reported a position in Uber in Q2 2020 and has held it in 21 quarters since.
Bollard Group's Uber position peaked at $7.3M in Q3 2025.
2,430 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Bollard Group's 13F filing for Q1 2026, filed 14 May 2026.