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Circle Wealth Management’s Uber UBER Stock Holding History

Circle Wealth Management’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 		$513K Sell
7,133
-9,906
-58% -$762K 0.01% 196
2025
Q4 		$1.39M Sell
17,039
-13,324
-44% -$1.2M 0.02% 106
2025
Q3 		$2.97M Sell
30,363
-376
-1% -$35.2K 0.06% 67
2025
Q2 		$2.87M Buy
30,739
+479
+2% +$39.4K 0.06% 69
2025
Q1 		$2.2M Buy
30,260
+942
+3% +$67.9K 0.05% 68
2024
Q4 		$1.77M Sell
29,318
-2,678
-8% -$191K 0.04% 78
2024
Q3 		$2.4M Buy
31,996
+9,382
+41% +$661K 0.05% 66
2024
Q2 		$1.64M Buy
22,614
+19,496
+625% +$1.36M 0.04% 73
2024
Q1 		$240K Buy
+3,118
New +$224K 0.01% 185
2020
Q2 		– Sell
-19,466
Closed -$543K – 230
2020
Q1 		$543K Buy
19,466
+630
+3% +$20.7K 0.11% 103
2019
Q4 		$560K Buy
+18,836
New +$559K 0.1% 100

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

Circle Wealth Management's UBER Position: Q1 2026 in Review

Circle Wealth Management reduced its Uber (UBER) stake by 58% in Q1 2026, selling an estimated $762K and leaving 7,133 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #196.

Circle Wealth Management first reported a position in UBER in Q4 2019 and has held it in 11 quarters since. The position peaked at $2.97M in Q3 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Circle Wealth Management held 7,133 shares of Uber worth $513K as of Q1 2026.
  • Circle Wealth Management sold 9,906 Uber shares in Q1 2026, an estimated $762K.
  • Uber made up 0.01% of Circle Wealth Management's portfolio in Q1 2026, its #196 holding.
  • Circle Wealth Management first reported a position in Uber in Q4 2019 and has held it in 11 quarters since.
  • Circle Wealth Management's Uber position peaked at $2.97M in Q3 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.