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 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

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

Caldwell Trust's UBER Position: Q1 2026 in Review

Caldwell Trust increased its Uber (UBER) stake by 7.9% in Q1 2026, buying an estimated $20.9K and bringing the position to 3,718 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #296.

Caldwell Trust first reported a position in UBER in Q3 2020 and has held it in 19 quarters since. The position peaked at $282K in Q4 2025. 2,429 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

Caldwell Trust held 3,718 shares of Uber worth $267K as of Q1 2026.
Caldwell Trust bought 272 Uber shares in Q1 2026, an estimated $20.9K.
Uber made up 0.02% of Caldwell Trust's portfolio in Q1 2026, its #296 holding.
Caldwell Trust first reported a position in Uber in Q3 2020 and has held it in 19 quarters since.
Caldwell Trust's Uber position peaked at $282K in Q4 2025.
2,429 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.