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Herold Advisors’s Uber UBER Stock Holding History

Herold 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 		– Sell
-3,100
Closed -$253K – 269
2025
Q4 		$253K Hold
3,100
– – 0.06% 224
2025
Q3 		$304K Sell
3,100
-700
-18% -$65.5K 0.07% 200
2025
Q2 		$355K Hold
3,800
– – 0.07% 215
2025
Q1 		$277K Buy
+3,800
New +$274K 0.06% 228
2024
Q4 		– Sell
-3,450
Closed -$259K – 282
2024
Q3 		$259K Hold
3,450
– – 0.06% 237
2024
Q2 		$251K Hold
3,450
– – 0.06% 232
2024
Q1 		$266K Sell
3,450
-200
-5% -$14.4K 0.06% 231
2023
Q4 		$225K Buy
+3,650
New +$191K 0.06% 221
2022
Q2 		– Sell
-1,350
Closed -$48.2K – 644
2022
Q1 		$48.2K Buy
+1,350
New +$48.5K 0.02% 387
2021
Q4 		– Sell
-1,050
Closed -$47K – 619
2021
Q3 		$47K Buy
+1,050
New +$45.9K 0.02% 386

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

Herold Advisors's UBER Position: Q1 2026 in Review

Herold Advisors sold out of Uber (UBER) in Q1 2026, closing a stake of 3,100 shares — an estimated $253K sold.

Herold Advisors first reported a position in UBER in Q3 2021 and held it in 10 quarters. The position peaked at $355K in Q2 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Herold Advisors reported no remaining Uber position as of Q1 2026 after selling out during the quarter.
  • Herold Advisors sold 3,100 Uber shares in Q1 2026, an estimated $253K.
  • Herold Advisors first reported a position in Uber in Q3 2021 and held it in 10 quarters.
  • Herold Advisors's Uber position peaked at $355K in Q2 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.