Equitable Trust’s Uber UBER Stock Holding History

Equitable Trust’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	$378K	Sell	5,252 -58	-1%	-$4.46K	0.02%	369
2025 Q4	$434K	Sell	5,310 -199	-4%	-$17.9K	0.02%	335
2025 Q3	$540K	Buy	5,509 +1,682	+44%	+$157K	0.02%	309
2025 Q2	$357K	Buy	3,827 +51	+1%	+$4.2K	0.02%	356
2025 Q1	$275K	Buy	3,776 +257	+7%	+$18.5K	0.02%	418
2024 Q4	$212K	Buy	3,519 +144	+4%	+$10.3K	0.01%	455
2024 Q3	$254K	Sell	3,375 -100	-3%	-$7.04K	0.02%	411
2024 Q2	$253K	Sell	3,475 -1,018	-23%	-$70.8K	0.02%	406
2024 Q1	$346K	Buy	+4,493	New	+$323K	0.02%	354

Other funds holding UBER

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Equitable Trust's UBER Position: Q1 2026 in Review

Equitable Trust reduced its Uber (UBER) stake by 1.1% in Q1 2026, selling an estimated $4.46K and leaving 5,252 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #369.

Equitable Trust first reported a position in UBER in Q1 2024 and has held it in 9 quarters since. The position peaked at $540K in Q3 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

Equitable Trust held 5,252 shares of Uber worth $378K as of Q1 2026.
Equitable Trust sold 58 Uber shares in Q1 2026, an estimated $4.46K.
Uber made up 0.02% of Equitable Trust's portfolio in Q1 2026, its #369 holding.
Equitable Trust first reported a position in Uber in Q1 2024 and has held it in 9 quarters since.
Equitable Trust's Uber position peaked at $540K in Q3 2025.
2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.