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Focused Wealth Management’s Uber UBER Stock Holding History

Focused 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 		– Sell
-200
Closed -$16.3K – 262
2025
Q4 		$16.3K Buy
+200
New +$18K ﹤0.01% 211
2025
Q2 		– Sell
-6,000
Closed -$437K – 229
2025
Q1 		$437K Buy
+6,000
New +$432K 0.06% 97
2024
Q3 		– Sell
-2,800
Closed -$204K – 294
2024
Q2 		$204K Buy
+2,800
New +$195K 0.03% 173
2021
Q1 		– Sell
-4,000
Closed -$13K – 1009
2020
Q4 		$13K Buy
+4,000
New +$179K ﹤0.01% 532

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

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

Focused Wealth Management sold out of Uber (UBER) in Q1 2026, closing a stake of 2,430 shares — an estimated $199K sold.

Focused Wealth Management first reported a position in UBER in Q4 2019 and held it in 24 quarters. The position peaked at $349K in Q3 2022. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Focused Wealth Management reported no remaining Uber position as of Q1 2026 after selling out during the quarter.
  • Focused Wealth Management sold 2,430 Uber shares in Q1 2026, an estimated $199K.
  • Focused Wealth Management first reported a position in Uber in Q4 2019 and held it in 24 quarters.
  • Focused Wealth Management's Uber position peaked at $349K in Q3 2022.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.