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Clearstead Advisors’s Uber UBER Stock Holding History

Clearstead Advisors’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 		$18.5M Buy
256,508
+11,769
+5% +$906K 0.17% 111
2025
Q4 		$20M Buy
244,739
+5,281
+2% +$476K 0.25% 87
2025
Q3 		$23.5M Sell
239,458
-12,239
-5% -$1.14M 0.31% 65
2025
Q2 		$23.5M Buy
251,697
+7,582
+3% +$624K 0.33% 62
2025
Q1 		$17.8M Buy
244,115
+214,826
+733% +$15.5M 0.28% 81
2024
Q4 		$1.77M Sell
29,289
-141
-0.5% -$10.1K 0.03% 312
2024
Q3 		$2.21M Buy
29,430
+19,526
+197% +$1.37M 0.03% 284
2024
Q2 		$720K Buy
9,904
+7,053
+247% +$490K 0.01% 466
2024
Q1 		$188K Buy
2,851
+51
+2% +$3.66K 0.01% 480
2023
Q4 		$172K Sell
2,800
-10,000
-78% -$523K 0.01% 476
2023
Q3 		$589K Buy
12,800
+3,806
+42% +$174K 0.02% 383
2023
Q2 		$388K Buy
8,994
+2,732
+44% +$102K 0.02% 326
2023
Q1 		$198K Sell
6,262
-1,055
-14% -$33.5K 0.01% 397
2022
Q4 		$181K Sell
7,317
-400
-5% -$10.9K 0.01% 396
2022
Q3 		$204K Buy
7,717
+8
+0.1% +$221 0.02% 359
2022
Q2 		$158K Buy
7,709
+1,613
+26% +$42.8K 0.01% 413
2022
Q1 		$217K Hold
6,096
– – 0.01% 393
2021
Q4 		$256K Sell
6,096
-1,572
-21% -$67.8K 0.02% 352
2021
Q3 		$344K Buy
7,668
+1,021
+15% +$44.6K 0.03% 291
2021
Q2 		$333K Hold
6,647
– – 0.03% 274
2021
Q1 		$362K Buy
6,647
+348
+6% +$19.4K 0.03% 253
2020
Q4 		$321K Buy
6,299
+605
+11% +$27.1K 0.03% 256
2020
Q3 		$208K Sell
5,694
-200
-3% -$6.6K 0.02% 274
2020
Q2 		$183K Buy
5,894
+450
+8% +$14K 0.02% 279
2020
Q1 		$152K Buy
+5,444
New +$179K 0.02% 270

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

Clearstead Advisors's UBER Position: Q1 2026 in Review

Clearstead Advisors increased its Uber (UBER) stake by 4.8% in Q1 2026, buying an estimated $906K and bringing the position to 256,508 shares worth $18.5M. The position accounts for 0.17% of the portfolio, ranked #111.

Clearstead Advisors first reported a position in UBER in Q1 2020 and has held it in 25 quarters since. The position peaked at $23.5M in Q2 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Clearstead Advisors held 256,508 shares of Uber worth $18.5M as of Q1 2026.
  • Clearstead Advisors bought 11,769 Uber shares in Q1 2026, an estimated $906K.
  • Uber made up 0.17% of Clearstead Advisors's portfolio in Q1 2026, its #111 holding.
  • Clearstead Advisors first reported a position in Uber in Q1 2020 and has held it in 25 quarters since.
  • Clearstead Advisors's Uber position peaked at $23.5M in Q2 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.