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Carr Financial Group’s Uber UBER Stock Holding History

Carr Financial Group’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
-7,540
Closed -$616K – 197
2025
Q4 		$616K Sell
7,540
-2,359
-24% -$212K 0.16% 91
2025
Q3 		$970K Buy
9,899
+598
+6% +$55.9K 0.27% 67
2025
Q2 		$868K Sell
9,301
-1,607
-15% -$132K 0.26% 68
2025
Q1 		$795K Buy
+10,908
New +$786K 0.26% 70
2024
Q4 		– Sell
-4,259
Closed -$320K – 201
2024
Q3 		$320K Buy
4,259
+579
+16% +$40.8K 0.09% 153
2024
Q2 		$267K Buy
+3,680
New +$256K 0.09% 162

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Carr Financial Group's UBER Position: Q1 2026 in Review

Carr Financial Group sold out of Uber (UBER) in Q1 2026, closing a stake of 7,540 shares — an estimated $616K sold.

Carr Financial Group first reported a position in UBER in Q2 2024 and held it in 6 quarters. The position peaked at $970K in Q3 2025. 2,443 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Carr Financial Group reported no remaining Uber position as of Q1 2026 after selling out during the quarter.
  • Carr Financial Group sold 7,540 Uber shares in Q1 2026, an estimated $616K.
  • Carr Financial Group first reported a position in Uber in Q2 2024 and held it in 6 quarters.
  • Carr Financial Group's Uber position peaked at $970K in Q3 2025.
  • 2,443 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.