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Forum Financial Management’s Uber UBER Stock Holding History

Forum Financial 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
-14,342
Closed -$1.17M – 952
2025
Q4 		$1.17M Buy
14,342
+329
+2% +$29.6K 0.02% 221
2025
Q3 		$1.37M Buy
14,013
+1,731
+14% +$162K 0.02% 185
2025
Q2 		$1.15M Buy
12,282
+1,326
+12% +$109K 0.02% 194
2025
Q1 		$798K Buy
10,956
+136
+1% +$9.8K 0.01% 244
2024
Q4 		$653K Buy
10,820
+3,674
+51% +$262K 0.01% 298
2024
Q3 		$537K Sell
7,146
-389
-5% -$27.4K 0.01% 310
2024
Q2 		$548K Buy
7,535
+1,340
+22% +$93.1K 0.01% 283
2024
Q1 		$477K Buy
+6,195
New +$445K 0.01% 338
2022
Q3 		– Sell
-10,485
Closed -$215K – 598
2022
Q2 		$215K Buy
10,485
+3,887
+59% +$103K 0.01% 489
2022
Q1 		$235K Sell
6,598
-1,000
-13% -$36K 0.01% 497
2021
Q4 		$319K Buy
+7,598
New +$328K 0.02% 387

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

Forum Financial Management's UBER Position: Q1 2026 in Review

Forum Financial Management sold out of Uber (UBER) in Q1 2026, closing a stake of 14,342 shares — an estimated $1.17M sold.

Forum Financial Management first reported a position in UBER in Q4 2021 and held it in 11 quarters. The position peaked at $1.37M in Q3 2025. 2,443 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Forum Financial Management reported no remaining Uber position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 14,342 Uber shares in Q1 2026, an estimated $1.17M.
  • Forum Financial Management first reported a position in Uber in Q4 2021 and held it in 11 quarters.
  • Forum Financial Management's Uber position peaked at $1.37M in Q3 2025.
  • 2,443 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.