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Gladstone Institutional Advisory’s Uber UBER Stock Holding History

Gladstone Institutional Advisory’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 		$5.44M Sell
75,564
-10,180
-12% -$784K 0.2% 111
2025
Q4 		$7.01M Buy
85,744
+10,149
+13% +$914K 0.26% 87
2025
Q3 		$7.41M Sell
75,595
-4,100
-5% -$383K 0.29% 74
2025
Q2 		$7.44M Buy
79,695
+1,281
+2% +$105K 0.31% 71
2025
Q1 		$5.71M Buy
78,414
+13,791
+21% +$994K 0.27% 94
2024
Q4 		$3.9M Buy
64,623
+45,222
+233% +$3.23M 0.18% 128
2024
Q3 		$1.46M Sell
19,401
-3,437
-15% -$242K 0.07% 269
2024
Q2 		$1.66M Buy
22,838
+14,100
+161% +$980K 0.09% 242
2024
Q1 		$673K Sell
8,738
-685
-7% -$49.2K 0.04% 359
2023
Q4 		$580K Buy
9,423
+1,284
+16% +$67.2K 0.03% 388
2023
Q3 		$374K Sell
8,139
-5,675
-41% -$259K 0.02% 443
2023
Q2 		$596K Buy
13,814
+5,560
+67% +$207K 0.04% 371
2023
Q1 		$262K Buy
+8,254
New +$262K 0.02% 560
2022
Q2 		– Sell
-10,308
Closed -$368K – 734
2022
Q1 		$368K Sell
10,308
-7,629
-43% -$274K 0.02% 503
2021
Q4 		$752K Buy
17,937
+9,279
+107% +$400K 0.06% 306
2021
Q3 		$388K Sell
8,658
-2,451
-22% -$107K 0.04% 386
2021
Q2 		$557K Buy
11,109
+2,091
+23% +$109K 0.07% 276
2021
Q1 		$492K Buy
9,018
+2,623
+41% +$146K 0.08% 235
2020
Q4 		$326K Buy
6,395
+257
+4% +$11.5K 0.06% 217
2020
Q3 		$224K Buy
+6,138
New +$203K 0.05% 240

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

Gladstone Institutional Advisory's UBER Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Uber (UBER) stake by 12% in Q1 2026, selling an estimated $784K and leaving 75,564 shares worth $5.44M. The position accounts for 0.2% of the portfolio, ranked #111.

Gladstone Institutional Advisory first reported a position in UBER in Q3 2020 and has held it in 20 quarters since. The position peaked at $7.44M in Q2 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Gladstone Institutional Advisory held 75,564 shares of Uber worth $5.44M as of Q1 2026.
  • Gladstone Institutional Advisory sold 10,180 Uber shares in Q1 2026, an estimated $784K.
  • Uber made up 0.2% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #111 holding.
  • Gladstone Institutional Advisory first reported a position in Uber in Q3 2020 and has held it in 20 quarters since.
  • Gladstone Institutional Advisory's Uber position peaked at $7.44M in Q2 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.