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EPG Wealth Management’s Uber UBER Stock Holding History

EPG 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 		$1.19M Sell
16,591
-16,880
-50% -$1.3M 0.32% 81
2025
Q4 		$2.73M Buy
33,471
+285
+0.9% +$25.7K 0.74% 35
2025
Q3 		$3.25M Buy
33,186
+15,436
+87% +$1.44M 0.9% 24
2025
Q2 		$1.66M Sell
17,750
-6,407
-27% -$527K 0.5% 55
2025
Q1 		$1.76M Sell
24,157
-2,045
-8% -$147K 0.49% 52
2024
Q4 		$1.58M Sell
26,202
-4,386
-14% -$313K 0.42% 63
2024
Q3 		$2.3M Buy
+30,588
New +$2.15M 0.58% 38
2024
Q2 		– Sell
-31,631
Closed -$2.2M – 37
2024
Q1 		$2.44M Buy
31,631
+4,822
+18% +$346K 0.6% 36
2023
Q4 		$1.85M Buy
26,809
+16,511
+160% +$864K 0.49% 51
2023
Q3 		$474K Buy
10,298
+419
+4% +$19.1K 0.14% 153
2023
Q2 		$426K Buy
+9,879
New +$367K 0.13% 158
2020
Q2 		– Sell
-1,894
Closed -$53K – 719
2020
Q1 		$53K Buy
1,894
+1,294
+216% +$42.6K 0.04% 268
2019
Q4 		$18K Buy
+600
New +$17.8K 0.01% 368

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

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

EPG Wealth Management reduced its Uber (UBER) stake by 50% in Q1 2026, selling an estimated $1.3M and leaving 16,591 shares worth $1.19M. The position accounts for 0.32% of the portfolio, ranked #81.

EPG Wealth Management first reported a position in UBER in Q4 2019 and has held it in 13 quarters since. The position peaked at $3.25M in Q3 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • EPG Wealth Management held 16,591 shares of Uber worth $1.19M as of Q1 2026.
  • EPG Wealth Management sold 16,880 Uber shares in Q1 2026, an estimated $1.3M.
  • Uber made up 0.32% of EPG Wealth Management's portfolio in Q1 2026, its #81 holding.
  • EPG Wealth Management first reported a position in Uber in Q4 2019 and has held it in 13 quarters since.
  • EPG Wealth Management's Uber position peaked at $3.25M in Q3 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.