Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Uber UBER Stock Holding History

Carson Wealth (CWM LLC)’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 		$24.9M Buy
345,934
+43,058
+14% +$3.31M 0.07% 275
2025
Q4 		$24.7M Sell
302,876
-12,196
-4% -$1.1M 0.07% 258
2025
Q3 		$30.9M Buy
315,072
+15,000
+5% +$1.4M 0.09% 184
2025
Q2 		$28M Buy
300,072
+1,645
+0.6% +$135K 0.1% 176
2025
Q1 		$21.7M Buy
298,427
+23,526
+9% +$1.69M 0.09% 213
2024
Q4 		$16.6M Buy
274,901
+56,126
+26% +$4.01M 0.07% 241
2024
Q3 		$16.4M Sell
218,775
-28,510
-12% -$2.01M 0.07% 232
2024
Q2 		$18M Sell
247,285
-9,308
-4% -$647K 0.08% 219
2024
Q1 		$19.8M Buy
256,593
+453
+0.2% +$32.5K 0.1% 201
2023
Q4 		$15.8M Buy
256,140
+6,899
+3% +$361K 0.08% 219
2023
Q3 		$11.5M Sell
249,241
-4,694
-2% -$214K 0.07% 225
2023
Q2 		$11M Buy
253,935
+240,479
+1,787% +$8.94M 0.07% 222
2023
Q1 		$427K Buy
13,456
+2,320
+21% +$73.6K ﹤0.01% 938
2022
Q4 		$275K Buy
11,136
+786
+8% +$21.5K ﹤0.01% 988
2022
Q3 		$274K Buy
10,350
+2,712
+36% +$74.9K ﹤0.01% 939
2022
Q2 		$156K Buy
7,638
+1,794
+31% +$47.6K ﹤0.01% 1142
2022
Q1 		$209K Buy
5,844
+3,264
+127% +$117K ﹤0.01% 1022
2021
Q4 		$108K Buy
+2,580
New +$111K ﹤0.01% 1265
2021
Q2 		$113K Hold
2,246
– – ﹤0.01% 1095
2021
Q1 		$113K Hold
2,246
– – ﹤0.01% 1095
2020
Q4 		$113K Hold
2,246
– – ﹤0.01% 1095
2020
Q3 		$113K Hold
2,246
– – ﹤0.01% 1095
2020
Q2 		$113K Hold
2,246
– – ﹤0.01% 1095
2020
Q1 		$113K Hold
2,246
– – ﹤0.01% 1095
2019
Q4 		$113K Hold
2,246
– – ﹤0.01% 1095
2019
Q3 		$113K Hold
2,246
– – ﹤0.01% 1095
2019
Q2 		$113K Buy
+2,246
New +$95.3K ﹤0.01% 1095

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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 $12B AUM 0.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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

Carson Wealth (CWM LLC)'s UBER Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Uber (UBER) stake by 14% in Q1 2026, buying an estimated $3.31M and bringing the position to 345,934 shares worth $24.9M. The position accounts for 0.07% of the portfolio, ranked #275.

Carson Wealth (CWM LLC) first reported a position in UBER in Q2 2019 and has held it in 27 quarters since. The position peaked at $30.9M in Q3 2025. 2,439 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Carson Wealth (CWM LLC) held 345,934 shares of Uber worth $24.9M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 43,058 Uber shares in Q1 2026, an estimated $3.31M.
  • Uber made up 0.07% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #275 holding.
  • Carson Wealth (CWM LLC) first reported a position in Uber in Q2 2019 and has held it in 27 quarters since.
  • Carson Wealth (CWM LLC)'s Uber position peaked at $30.9M in Q3 2025.
  • 2,439 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.