BXM Wealth’s Uber UBER Stock Holding History

BXM Wealth’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	-2,824	Closed	-$231K	–	146
2025 Q4	$231K	Sell	2,824 -329	-10%	-$29.6K	0.18%	115
2025 Q3	$309K	Buy	+3,153	New	+$295K	0.29%	94

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

BXM Wealth's UBER Position: Q1 2026 in Review

BXM Wealth sold out of Uber (UBER) in Q1 2026, closing a stake of 2,824 shares — an estimated $231K sold.

BXM Wealth first reported a position in UBER in Q3 2025 and held it in 2 quarters. The position peaked at $309K in Q3 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

BXM Wealth reported no remaining Uber position as of Q1 2026 after selling out during the quarter.
BXM Wealth sold 2,824 Uber shares in Q1 2026, an estimated $231K.
BXM Wealth first reported a position in Uber in Q3 2025 and held it in 2 quarters.
BXM Wealth's Uber position peaked at $309K in Q3 2025.
2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

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