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Consilium Wealth Advisory’s Uber UBER Stock Holding History

Consilium Wealth Advisory’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 		$671K Sell
9,330
-2,142
-19% -$165K 0.23% 65
2025
Q4 		$937K Buy
11,472
+390
+4% +$35.1K 0.35% 45
2025
Q3 		$1.09M Buy
11,082
+58
+0.5% +$5.42K 0.42% 40
2025
Q2 		$1.03M Buy
11,024
+4,063
+58% +$334K 0.43% 38
2025
Q1 		$507K Buy
+6,961
New +$502K 0.25% 59

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

Consilium Wealth Advisory's UBER Position: Q1 2026 in Review

Consilium Wealth Advisory reduced its Uber (UBER) stake by 19% in Q1 2026, selling an estimated $165K and leaving 9,330 shares worth $671K. The position accounts for 0.23% of the portfolio, ranked #65.

Consilium Wealth Advisory first reported a position in UBER in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.09M in Q3 2025. 2,430 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Consilium Wealth Advisory held 9,330 shares of Uber worth $671K as of Q1 2026.
  • Consilium Wealth Advisory sold 2,142 Uber shares in Q1 2026, an estimated $165K.
  • Uber made up 0.23% of Consilium Wealth Advisory's portfolio in Q1 2026, its #65 holding.
  • Consilium Wealth Advisory first reported a position in Uber in Q1 2025 and has held it in 5 quarters since.
  • Consilium Wealth Advisory's Uber position peaked at $1.09M in Q3 2025.
  • 2,430 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.