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Evelyn Partners Investment Management’s Uber UBER Stock Holding History

Evelyn Partners Investment 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 		$109K Hold
1,521
– – ﹤0.01% 240
2025
Q4 		$124K Sell
1,521
-775
-34% -$69.8K ﹤0.01% 229
2025
Q3 		$225K Buy
2,296
+904
+65% +$84.5K 0.01% 194
2025
Q2 		$130K Buy
1,392
+142
+11% +$11.7K ﹤0.01% 221
2025
Q1 		$91.1K Sell
1,250
-50
-4% -$3.6K ﹤0.01% 240
2024
Q4 		$78.4K Buy
+1,300
New +$92.8K ﹤0.01% 252

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Evelyn Partners Investment Management's UBER Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Uber (UBER) position steady in Q1 2026 at 1,521 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

Evelyn Partners Investment Management first reported a position in UBER in Q4 2024 and has held it in 6 quarters since. The position peaked at $225K in Q3 2025. 2,436 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Evelyn Partners Investment Management held 1,521 shares of Uber worth $109K as of Q1 2026.
  • Evelyn Partners Investment Management left its Uber share count unchanged in Q1 2026.
  • Uber made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #240 holding.
  • Evelyn Partners Investment Management first reported a position in Uber in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Uber position peaked at $225K in Q3 2025.
  • 2,436 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.