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
2022
Q1 		– Sell
-400
Closed -$1K – 3879
2021
Q4 		$1K Buy
+400
New +$17.2K ﹤0.01% 3391
2021
Q2 		$3K Hold
400
– – ﹤0.01% 2569
2021
Q1 		$3K Hold
400
– – ﹤0.01% 2568
2020
Q4 		$3K Hold
400
– – ﹤0.01% 2568
2020
Q3 		$3K Hold
400
– – ﹤0.01% 2567
2020
Q2 		$3K Hold
400
– – ﹤0.01% 2566
2020
Q1 		$3K Hold
400
– – ﹤0.01% 2564
2019
Q4 		$3K Hold
400
– – ﹤0.01% 2563
2019
Q3 		$3K Hold
400
– – ﹤0.01% 2563
2019
Q2 		$3K Buy
+400
New +$17K ﹤0.01% 2563

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

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. 2,431 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.
  • 2,431 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.