Evercore Wealth Management’s Uber UBER Stock Holding History

Evercore 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	$83.2M	Buy	1,156,032 +68,433	+6%	+$5.27M	1.31%	23
2025 Q4	$88.9M	Sell	1,087,599 -22,149	-2%	-$1.99M	1.3%	22
2025 Q3	$109M	Buy	1,109,748 +34,937	+3%	+$3.27M	1.6%	20
2025 Q2	$100M	Buy	1,074,811 +82,017	+8%	+$6.75M	1.56%	22
2025 Q1	$72.3M	Buy	992,794 +988,633	+23,760%	+$71.2M	1.16%	30
2024 Q4	$251K	Hold	4,161	–	–	﹤0.01%	367
2024 Q3	$313K	Hold	4,161	–	–	﹤0.01%	337
2024 Q2	$302K	Buy	+4,161	New	+$289K	﹤0.01%	336
2021 Q4	–	Sell	-10,551	Closed	-$473K	–	432
2021 Q3	$473K	Sell	10,551 -7,500	-42%	-$328K	0.01%	296
2021 Q2	$905K	Hold	18,051	–	–	0.02%	240
2021 Q1	$984K	Buy	18,051 +282	+2%	+$15.7K	0.02%	225
2020 Q4	$906K	Buy	17,769 +168	+1%	+$7.53K	0.02%	225
2020 Q3	$642K	Hold	17,601	–	–	0.02%	239
2020 Q2	$547K	Buy	17,601 +101	+0.6%	+$3.15K	0.01%	250
2020 Q1	$489K	Buy	+17,500	New	+$576K	0.02%	246

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

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

Evercore Wealth Management increased its Uber (UBER) stake by 6.3% in Q1 2026, buying an estimated $5.27M and bringing the position to 1,156,032 shares worth $83.2M. The position accounts for 1.31% of the portfolio, ranked #23.

Evercore Wealth Management first reported a position in UBER in Q1 2020 and has held it in 15 quarters since. The position peaked at $109M in Q3 2025. 2,430 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

Evercore Wealth Management held 1,156,032 shares of Uber worth $83.2M as of Q1 2026.
Evercore Wealth Management bought 68,433 Uber shares in Q1 2026, an estimated $5.27M.
Uber made up 1.31% of Evercore Wealth Management's portfolio in Q1 2026, its #23 holding.
Evercore Wealth Management first reported a position in Uber in Q1 2020 and has held it in 15 quarters since.
Evercore Wealth Management's Uber position peaked at $109M in Q3 2025.
2,430 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.