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Connecticut Wealth Management’s Uber UBER Stock Holding History

Connecticut 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 		– Sell
-2,503
Closed -$205K – 343
2025
Q4 		$205K Buy
2,503
+111
+5% +$9.99K 0.01% 311
2025
Q3 		$234K Sell
2,392
-68
-3% -$6.36K 0.01% 301
2025
Q2 		$230K Buy
+2,460
New +$203K 0.01% 289

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

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

Connecticut Wealth Management sold out of Uber (UBER) in Q1 2026, closing a stake of 2,503 shares — an estimated $205K sold.

Connecticut Wealth Management first reported a position in UBER in Q2 2025 and held it in 3 quarters. The position peaked at $234K in Q3 2025. 2,431 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Connecticut Wealth Management reported no remaining Uber position as of Q1 2026 after selling out during the quarter.
  • Connecticut Wealth Management sold 2,503 Uber shares in Q1 2026, an estimated $205K.
  • Connecticut Wealth Management first reported a position in Uber in Q2 2025 and held it in 3 quarters.
  • Connecticut Wealth Management's Uber position peaked at $234K in Q3 2025.
  • 2,431 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.