Burr Financial Services’s Uber UBER Stock Holding History

Burr Financial Services’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	-68,655	Closed	-$5.61M	–	30
2025 Q4	$5.61M	Sell	68,655 -2,539	-4%	-$229K	4.2%	9
2025 Q3	$6.97M	Buy	71,194 +761	+1%	+$71.2K	5.18%	7
2025 Q2	$6.57M	Buy	70,433 +54,863	+352%	+$4.52M	5.53%	7
2025 Q1	$1.13M	Buy	+15,570	New	+$1.12M	0.89%	14
2024 Q1	–	Sell	-3,855	Closed	-$249K	–	34
2023 Q4	$249K	Buy	+3,855	New	+$202K	0.19%	31

Other funds holding UBER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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

Burr Financial Services's UBER Position: Q1 2026 in Review

Burr Financial Services sold out of Uber (UBER) in Q1 2026, closing a stake of 68,655 shares — an estimated $5.61M sold.

Burr Financial Services first reported a position in UBER in Q4 2023 and held it in 5 quarters. The position peaked at $6.97M in Q3 2025. 2,441 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

Burr Financial Services reported no remaining Uber position as of Q1 2026 after selling out during the quarter.
Burr Financial Services sold 68,655 Uber shares in Q1 2026, an estimated $5.61M.
Burr Financial Services first reported a position in Uber in Q4 2023 and held it in 5 quarters.
Burr Financial Services's Uber position peaked at $6.97M in Q3 2025.
2,441 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Burr Financial Services's 13F filing for Q1 2026, filed 13 Apr 2026.