EFS
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Essex Financial Services’s Uber UBER Stock Holding History

Essex Financial Services’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 		$997K Sell
13,858
-776
-5% -$59.7K 0.06% 293
2025
Q4 		$1.2M Buy
14,634
+4,180
+40% +$376K 0.07% 243
2025
Q3 		$1.02M Buy
10,454
+535
+5% +$50K 0.06% 255
2025
Q2 		$925K Sell
9,919
-350
-3% -$28.8K 0.06% 272
2025
Q1 		$748K Buy
10,269
+677
+7% +$48.8K 0.05% 296
2024
Q4 		$579K Buy
9,592
+12
+0.1% +$857 0.04% 346
2024
Q3 		$770K Buy
9,580
+273
+3% +$19.2K 0.06% 293
2024
Q2 		$642K Buy
9,307
+321
+4% +$22.3K 0.05% 319
2024
Q1 		$692K Buy
8,986
+487
+6% +$35K 0.06% 264
2023
Q4 		$523K Sell
8,499
-43
-0.5% -$2.25K 0.05% 299
2023
Q3 		$393K Buy
8,542
+555
+7% +$25.4K 0.05% 326
2023
Q2 		$345K Sell
7,987
-393
-5% -$14.6K 0.04% 341
2023
Q1 		$266K Buy
+8,380
New +$266K 0.03% 399
2022
Q4 		– Sell
-8,385
Closed -$222K – 497
2022
Q3 		$222K Buy
+8,385
New +$232K 0.03% 413

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

Essex Financial Services's UBER Position: Q1 2026 in Review

Essex Financial Services reduced its Uber (UBER) stake by 5.3% in Q1 2026, selling an estimated $59.7K and leaving 13,858 shares worth $997K. The position accounts for 0.06% of the portfolio, ranked #293.

Essex Financial Services first reported a position in UBER in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.2M in Q4 2025. 2,429 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Essex Financial Services held 13,858 shares of Uber worth $997K as of Q1 2026.
  • Essex Financial Services sold 776 Uber shares in Q1 2026, an estimated $59.7K.
  • Uber made up 0.06% of Essex Financial Services's portfolio in Q1 2026, its #293 holding.
  • Essex Financial Services first reported a position in Uber in Q3 2022 and has held it in 14 quarters since.
  • Essex Financial Services's Uber position peaked at $1.2M in Q4 2025.
  • 2,429 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.