DWM
UBER icon

Daner Wealth Management’s Uber UBER Stock Holding History

Daner 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 		$241K Buy
3,153
+82
+3% +$6.31K 0.14% 73
2025
Q4 		$226K Buy
3,071
+292
+11% +$26.3K 0.14% 87
2025
Q3 		$257K Buy
2,779
+565
+26% +$52.8K 0.17% 73
2025
Q2 		$203K Buy
+2,214
New +$182K 0.14% 79

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

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

Daner Wealth Management increased its Uber (UBER) stake by 2.7% in Q1 2026, buying an estimated $6.31K and bringing the position to 3,153 shares worth $241K. The position accounts for 0.14% of the portfolio, ranked #73.

Daner Wealth Management first reported a position in UBER in Q2 2025 and has held it in 4 quarters since. The position peaked at $257K in Q3 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Daner Wealth Management held 3,153 shares of Uber worth $241K as of Q1 2026.
  • Daner Wealth Management bought 82 Uber shares in Q1 2026, an estimated $6.31K.
  • Uber made up 0.14% of Daner Wealth Management's portfolio in Q1 2026, its #73 holding.
  • Daner Wealth Management first reported a position in Uber in Q2 2025 and has held it in 4 quarters since.
  • Daner Wealth Management's Uber position peaked at $257K in Q3 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

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