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Exencial Wealth Advisors’s Uber UBER Stock Holding History

Exencial Wealth Advisors’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 		$470K Sell
6,529
-5,989
-48% -$461K 0.01% 408
2025
Q4 		$1.02M Sell
12,518
-206
-2% -$18.5K 0.03% 292
2025
Q3 		$1.25M Sell
12,724
-1,959
-13% -$183K 0.04% 258
2025
Q2 		$1.37M Sell
14,683
-2,291
-13% -$189K 0.05% 251
2025
Q1 		$1.24M Buy
16,974
+9,203
+118% +$663K 0.05% 262
2024
Q4 		$469K Buy
7,771
+4,946
+175% +$353K 0.02% 373
2024
Q3 		$212K Buy
+2,825
New +$199K 0.01% 478

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $1.89T AUM 35.08% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Exencial Wealth Advisors's UBER Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Uber (UBER) stake by 48% in Q1 2026, selling an estimated $461K and leaving 6,529 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #408.

Exencial Wealth Advisors first reported a position in UBER in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.37M in Q2 2025. 2,444 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Exencial Wealth Advisors held 6,529 shares of Uber worth $470K as of Q1 2026.
  • Exencial Wealth Advisors sold 5,989 Uber shares in Q1 2026, an estimated $461K.
  • Uber made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #408 holding.
  • Exencial Wealth Advisors first reported a position in Uber in Q3 2024 and has held it in 7 quarters since.
  • Exencial Wealth Advisors's Uber position peaked at $1.37M in Q2 2025.
  • 2,444 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.