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IBEX Wealth Advisors’s Uber UBER Stock Holding History

IBEX Wealth 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
-87,606
Closed -$7.16M – 210
2025
Q4 		$7.16M Buy
87,606
+4,608
+6% +$415K 0.7% 50
2025
Q3 		$8.13M Buy
82,998
+4,089
+5% +$382K 0.78% 31
2025
Q2 		$7.36M Buy
78,909
+8,908
+13% +$733K 0.79% 37
2025
Q1 		$5.1M Buy
+70,001
New +$5.04M 0.67% 54
2020
Q4 		– Sell
-16,157
Closed -$589K – 108
2020
Q3 		$589K Hold
16,157
– – 0.17% 86
2020
Q2 		$502K Buy
+16,157
New +$504K 0.16% 86

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

IBEX Wealth Advisors's UBER Position: Q1 2026 in Review

IBEX Wealth Advisors sold out of Uber (UBER) in Q1 2026, closing a stake of 87,606 shares — an estimated $7.16M sold.

IBEX Wealth Advisors first reported a position in UBER in Q2 2020 and held it in 6 quarters. The position peaked at $8.13M in Q3 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • IBEX Wealth Advisors reported no remaining Uber position as of Q1 2026 after selling out during the quarter.
  • IBEX Wealth Advisors sold 87,606 Uber shares in Q1 2026, an estimated $7.16M.
  • IBEX Wealth Advisors first reported a position in Uber in Q2 2020 and held it in 6 quarters.
  • IBEX Wealth Advisors's Uber position peaked at $8.13M in Q3 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.