Carolina Wealth Advisors’s Uber UBER Stock Holding History

Carolina Wealth Advisors’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	-13	Closed	-$1.06K	–	331
2025 Q4	$1.06K	Buy	+13	New	+$1.17K	﹤0.01%	250

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Carolina Wealth Advisors's UBER Position: Q1 2026 in Review

Carolina Wealth Advisors sold out of Uber (UBER) in Q1 2026, closing a stake of 13 shares — an estimated $1.06K sold.

Carolina Wealth Advisors first reported a position in UBER in Q4 2025 and held it in 1 quarter. The position peaked at $1.06K in Q4 2025. 2,444 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

Carolina Wealth Advisors reported no remaining Uber position as of Q1 2026 after selling out during the quarter.
Carolina Wealth Advisors sold 13 Uber shares in Q1 2026, an estimated $1.06K.
Carolina Wealth Advisors first reported a position in Uber in Q4 2025 and held it in 1 quarter.
Carolina Wealth Advisors's Uber position peaked at $1.06K in Q4 2025.
2,444 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Carolina Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.