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GoalVest Advisory’s Uber UBER Stock Holding History

GoalVest 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 		– Sell
-650
Closed -$53.1K – 543
2025
Q4 		$53.1K Buy
650
+150
+30% +$13.5K 0.01% 240
2025
Q3 		$49K Buy
+500
New +$46.8K 0.01% 223
2025
Q2 		– Sell
-8
Closed -$583 – 520
2025
Q1 		$583 Buy
+8
New +$576 ﹤0.01% 357
2023
Q1 		– Sell
-300
Closed -$7.42K – 294
2022
Q4 		$7.42K Buy
+300
New +$8.21K ﹤0.01% 194

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

GoalVest Advisory's UBER Position: Q1 2026 in Review

GoalVest Advisory sold out of Uber (UBER) in Q1 2026, closing a stake of 650 shares — an estimated $53.1K sold.

GoalVest Advisory first reported a position in UBER in Q4 2022 and held it in 4 quarters. The position peaked at $53.1K in Q4 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • GoalVest Advisory reported no remaining Uber position as of Q1 2026 after selling out during the quarter.
  • GoalVest Advisory sold 650 Uber shares in Q1 2026, an estimated $53.1K.
  • GoalVest Advisory first reported a position in Uber in Q4 2022 and held it in 4 quarters.
  • GoalVest Advisory's Uber position peaked at $53.1K in Q4 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.