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Capital Asset Advisory Services’s Uber UBER Stock Holding History

Capital Asset Advisory 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 		$298K Sell
3,842
-2,015
-34% -$155K 0.01% 245
2025
Q4 		$501K Buy
5,857
+757
+15% +$68.2K 0.02% 178
2025
Q3 		$500K Buy
5,100
+65
+1% +$6.08K 0.02% 174
2025
Q2 		$464K Buy
5,035
+38
+0.8% +$3.13K 0.02% 174
2025
Q1 		$372K Buy
4,997
+534
+12% +$38.5K 0.02% 198
2024
Q4 		$288K Buy
4,463
+87
+2% +$6.21K 0.01% 253
2024
Q3 		$333K Buy
4,376
+58
+1% +$4.08K 0.02% 237
2024
Q2 		$308K Sell
4,318
-222
-5% -$15.4K 0.02% 244
2024
Q1 		$350K Sell
4,540
-55
-1% -$3.95K 0.02% 226
2023
Q4 		$283K Sell
4,595
-530
-10% -$27.7K 0.02% 244
2023
Q3 		$239K Buy
+5,125
New +$234K 0.02% 276
2022
Q1 		– Sell
-5,523
Closed -$232K – 632
2021
Q4 		$232K Sell
5,523
-798
-13% -$34.4K 0.02% 365
2021
Q3 		$283K Sell
6,321
-4,718
-43% -$206K 0.03% 356
2021
Q2 		$553K Buy
11,039
+1,491
+16% +$77.9K 0.06% 241
2021
Q1 		$520K Buy
9,548
+1,690
+22% +$94.3K 0.08% 240
2020
Q4 		$401K Buy
+7,858
New +$352K 0.07% 238

Other funds holding UBER

BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Asset Advisory Services's UBER Position: Q1 2026 in Review

Capital Asset Advisory Services reduced its Uber (UBER) stake by 34% in Q1 2026, selling an estimated $155K and leaving 3,842 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #245.

Capital Asset Advisory Services first reported a position in UBER in Q4 2020 and has held it in 16 quarters since. The position peaked at $553K in Q2 2021. 2,429 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Capital Asset Advisory Services held 3,842 shares of Uber worth $298K as of Q1 2026.
  • Capital Asset Advisory Services sold 2,015 Uber shares in Q1 2026, an estimated $155K.
  • Uber made up 0.01% of Capital Asset Advisory Services's portfolio in Q1 2026, its #245 holding.
  • Capital Asset Advisory Services first reported a position in Uber in Q4 2020 and has held it in 16 quarters since.
  • Capital Asset Advisory Services's Uber position peaked at $553K in Q2 2021.
  • 2,429 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.