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Creative Financial Designs’s Uber UBER Stock Holding History

Creative Financial Designs’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 		$1.92M Buy
26,724
+668
+3% +$51.4K 0.12% 155
2025
Q4 		$2.13M Buy
26,056
+1,520
+6% +$137K 0.13% 140
2025
Q3 		$2.4M Sell
24,536
-35
-0.1% -$3.27K 0.16% 125
2025
Q2 		$2.29M Buy
24,571
+554
+2% +$45.6K 0.17% 132
2025
Q1 		$1.75M Buy
24,017
+472
+2% +$34K 0.14% 125
2024
Q4 		$1.42M Buy
23,545
+1,387
+6% +$99K 0.12% 151
2024
Q3 		$1.67M Buy
22,158
+1,030
+5% +$72.5K 0.14% 133
2024
Q2 		$1.54M Sell
21,128
-4,881
-19% -$339K 0.14% 133
2024
Q1 		$2M Sell
26,009
-513
-2% -$36.8K 0.19% 106
2023
Q4 		$1.63M Buy
26,522
+333
+1% +$17.4K 0.17% 117
2023
Q3 		$1.2M Sell
26,189
-10,154
-28% -$464K 0.14% 129
2023
Q2 		$1.57M Sell
36,343
-590
-2% -$21.9K 0.18% 105
2023
Q1 		$1.17M Buy
36,933
+175
+0.5% +$5.55K 0.15% 131
2022
Q4 		$909K Buy
36,758
+1,874
+5% +$51.3K 0.13% 139
2022
Q3 		$924K Buy
34,884
+1,155
+3% +$31.9K 0.15% 129
2022
Q2 		$690K Buy
33,729
+6,321
+23% +$168K 0.11% 153
2022
Q1 		$978K Buy
27,408
+26,714
+3,849% +$961K 0.15% 131
2021
Q4 		$29K Buy
694
+100
+17% +$4.31K ﹤0.01% 684
2021
Q3 		$27K Hold
594
– – ﹤0.01% 792
2021
Q2 		$30K Hold
594
– – 0.01% 757
2021
Q1 		$32K Buy
594
+169
+40% +$9.43K 0.01% 669
2020
Q4 		$22K Sell
425
-69
-14% -$3.09K ﹤0.01% 700
2020
Q3 		$18K Hold
494
– – ﹤0.01% 681
2020
Q2 		$15K Buy
+494
New +$15.4K ﹤0.01% 666
2020
Q1 		– Sell
-200
Closed -$6K – 595
2019
Q4 		$6K Hold
200
– – ﹤0.01% 455
2019
Q3 		$6K Buy
+200
New +$7.53K ﹤0.01% 461

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

Creative Financial Designs's UBER Position: Q1 2026 in Review

Creative Financial Designs increased its Uber (UBER) stake by 2.6% in Q1 2026, buying an estimated $51.4K and bringing the position to 26,724 shares worth $1.92M. The position accounts for 0.12% of the portfolio, ranked #155.

Creative Financial Designs first reported a position in UBER in Q3 2019 and has held it in 26 quarters since. The position peaked at $2.4M in Q3 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Creative Financial Designs held 26,724 shares of Uber worth $1.92M as of Q1 2026.
  • Creative Financial Designs bought 668 Uber shares in Q1 2026, an estimated $51.4K.
  • Uber made up 0.12% of Creative Financial Designs's portfolio in Q1 2026, its #155 holding.
  • Creative Financial Designs first reported a position in Uber in Q3 2019 and has held it in 26 quarters since.
  • Creative Financial Designs's Uber position peaked at $2.4M in Q3 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.