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	-200	Closed	-$16.3K	–	196
2025 Q4	$16.3K	Buy	+200	New	+$18K	﹤0.01%	187

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

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. 2,428 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.
2,428 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.