Horizon Family Wealth’s Uber UBER Stock Holding History

Horizon Family Wealth’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	$590K	Sell	8,197 -199	-2%	-$15.3K	0.31%	52
2025 Q4	$686K	Sell	8,396 -20	-0.2%	-$1.8K	0.37%	49
2025 Q3	$825K	Buy	8,416 +20	+0.2%	+$1.87K	0.47%	35
2025 Q2	$783K	Buy	8,396 +28	+0.3%	+$2.31K	0.48%	33
2025 Q1	$610K	Buy	8,368 +928	+12%	+$66.9K	0.41%	34
2024 Q4	$449K	Sell	7,440 -182	-2%	-$13K	0.3%	47
2024 Q3	$573K	Buy	7,622 +138	+2%	+$9.71K	0.41%	37
2024 Q2	$544K	Buy	7,484 +175	+2%	+$12.2K	0.41%	34
2024 Q1	$563K	Sell	7,309 -111	-1%	-$7.97K	0.43%	35
2023 Q4	$457K	Buy	7,420 +295	+4%	+$15.4K	0.38%	35
2023 Q3	$328K	Buy	7,125 +432	+6%	+$19.7K	0.32%	43
2023 Q2	$289K	Buy	6,693 +289	+5%	+$10.7K	0.28%	47
2023 Q1	$203K	Buy	+6,404	New	+$203K	0.22%	58
2022 Q2	–	Sell	-6,135	Closed	-$219K	–	60
2022 Q1	$219K	Buy	+6,135	New	+$221K	0.22%	60

Other funds holding UBER

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Horizon Family Wealth's UBER Position: Q1 2026 in Review

Horizon Family Wealth reduced its Uber (UBER) stake by 2.4% in Q1 2026, selling an estimated $15.3K and leaving 8,197 shares worth $590K. The position accounts for 0.31% of the portfolio, ranked #52.

Horizon Family Wealth first reported a position in UBER in Q1 2022 and has held it in 14 quarters since. The position peaked at $825K in Q3 2025. 2,430 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

Horizon Family Wealth held 8,197 shares of Uber worth $590K as of Q1 2026.
Horizon Family Wealth sold 199 Uber shares in Q1 2026, an estimated $15.3K.
Uber made up 0.31% of Horizon Family Wealth's portfolio in Q1 2026, its #52 holding.
Horizon Family Wealth first reported a position in Uber in Q1 2022 and has held it in 14 quarters since.
Horizon Family Wealth's Uber position peaked at $825K in Q3 2025.
2,430 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.