Caldwell Trust’s Uber UBER Stock Holding History

Caldwell Trust’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 Q3	$547K	Buy	7,982 +3,506	+78%	+$256K	0.04%	222
2026 Q2	$323K	Buy	4,476 +758	+20%	+$55.6K	0.03%	275
2026 Q1	$267K	Buy	3,718 +272	+8%	+$20.9K	0.02%	296
2025 Q4	$282K	Buy	3,446 +1,251	+57%	+$113K	0.03%	286
2025 Q3	$215K	Buy	+2,195	New	+$205K	0.02%	312
2024 Q3	–	Sell	-200	Closed	-$14.5K	–	721
2024 Q2	$14.5K	Hold	200	–	–	﹤0.01%	576
2024 Q1	$15.4K	Hold	200	–	–	﹤0.01%	584
2023 Q4	$12.3K	Hold	200	–	–	﹤0.01%	595
2023 Q3	$9.2K	Hold	200	–	–	﹤0.01%	619
2023 Q2	$8.63K	Hold	200	–	–	﹤0.01%	638
2023 Q1	$6.34K	Hold	200	–	–	﹤0.01%	651
2022 Q4	$4.95K	Hold	200	–	–	﹤0.01%	658
2022 Q3	$5.3K	Hold	200	–	–	﹤0.01%	650
2022 Q2	$4.09K	Hold	200	–	–	﹤0.01%	693
2022 Q1	$7.14K	Sell	200 -200	-50%	-$7.19K	﹤0.01%	663
2021 Q4	$16.8K	Hold	400	–	–	﹤0.01%	586
2021 Q3	$17.9K	Hold	400	–	–	﹤0.01%	576
2021 Q2	$20K	Hold	400	–	–	﹤0.01%	570
2021 Q1	$21.8K	Buy	400 +200	+100%	+$11.2K	﹤0.01%	547
2020 Q4	$10.2K	Hold	200	–	–	﹤0.01%	622
2020 Q3	$7.3K	Buy	+200	New	+$6.6K	﹤0.01%	639

Other funds holding UBER

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Caldwell Trust's UBER Position: Q3 2026 in Review

Caldwell Trust increased its Uber (UBER) stake by 78% in Q3 2026, buying an estimated $256K and bringing the position to 7,982 shares worth $547K. The position accounts for 0.04% of the portfolio, ranked #222.

Caldwell Trust first reported a position in UBER in Q3 2020 and has held it in 21 quarters since. 1,472 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

Caldwell Trust held 7,982 shares of Uber worth $547K as of Q3 2026.
Caldwell Trust bought 3,506 Uber shares in Q3 2026, an estimated $256K.
Uber made up 0.04% of Caldwell Trust's portfolio in Q3 2026, its #222 holding.
Caldwell Trust first reported a position in Uber in Q3 2020 and has held it in 21 quarters since.
1,472 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.