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 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

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 $37.9B AUM 7.98% 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 $19.5B AUM 2.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Caldwell Trust's UBER Position: Q2 2026 in Review

Caldwell Trust increased its Uber (UBER) stake by 20% in Q2 2026, buying an estimated $55.6K and bringing the position to 4,476 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #275.

Caldwell Trust first reported a position in UBER in Q3 2020 and has held it in 20 quarters since. 2,433 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Caldwell Trust held 4,476 shares of Uber worth $323K as of Q2 2026.
Caldwell Trust bought 758 Uber shares in Q2 2026, an estimated $55.6K.
Uber made up 0.03% of Caldwell Trust's portfolio in Q2 2026, its #275 holding.
Caldwell Trust first reported a position in Uber in Q3 2020 and has held it in 20 quarters since.
2,433 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.