Colonial Trust Advisors’s Uber UBER Stock Holding History

Colonial Trust 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	$3.99M	Buy	55,458 +1,590	+3%	+$122K	0.31%	80
2025 Q4	$4.4M	Buy	53,868 +10,901	+25%	+$982K	0.33%	78
2025 Q3	$4.21M	Buy	42,967 +12,968	+43%	+$1.21M	0.32%	78
2025 Q2	$2.8M	Buy	29,999 +13,612	+83%	+$1.12M	0.23%	88
2025 Q1	$1.19M	Buy	16,387 +14,857	+971%	+$1.07M	0.11%	109
2024 Q4	$92.3K	Hold	1,530	–	–	0.01%	249
2024 Q3	$115K	Hold	1,530	–	–	0.01%	249
2024 Q2	$111K	Sell	1,530 -14	-0.9%	-$973	0.01%	238
2024 Q1	$119K	Buy	1,544 +14	+0.9%	+$1K	0.01%	225
2023 Q4	$94.2K	Hold	1,530	–	–	0.01%	249
2023 Q3	$70.4K	Hold	1,530	–	–	0.01%	289
2023 Q2	$66K	Buy	1,530 +350	+30%	+$13K	0.01%	302
2023 Q1	$37.4K	Buy	1,180 +1,175	+23,500%	+$37.3K	﹤0.01%	363
2022 Q4	$124	Buy	+5	New	+$137	﹤0.01%	895

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

Colonial Trust Advisors's UBER Position: Q1 2026 in Review

Colonial Trust Advisors increased its Uber (UBER) stake by 3% in Q1 2026, buying an estimated $122K and bringing the position to 55,458 shares worth $3.99M. The position accounts for 0.31% of the portfolio, ranked #80.

Colonial Trust Advisors first reported a position in UBER in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.4M in Q4 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

Colonial Trust Advisors held 55,458 shares of Uber worth $3.99M as of Q1 2026.
Colonial Trust Advisors bought 1,590 Uber shares in Q1 2026, an estimated $122K.
Uber made up 0.31% of Colonial Trust Advisors's portfolio in Q1 2026, its #80 holding.
Colonial Trust Advisors first reported a position in Uber in Q4 2022 and has held it in 14 quarters since.
Colonial Trust Advisors's Uber position peaked at $4.4M in Q4 2025.
2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.