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IFG Advisory’s Uber UBER Stock Holding History

IFG 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
-3,072
Closed -$251K – 837
2025
Q4 		$251K Sell
3,072
-2,787
-48% -$251K 0.01% 680
2025
Q3 		$574K Sell
5,859
-5,015
-46% -$469K 0.03% 466
2025
Q2 		$1.01M Buy
10,874
+3,076
+39% +$253K 0.05% 333
2025
Q1 		$568K Buy
7,798
+3,559
+84% +$256K 0.03% 419
2024
Q4 		$256K Buy
+4,239
New +$303K 0.01% 575
2024
Q1 		– Sell
-3,455
Closed -$213K – 564
2023
Q4 		$213K Buy
+3,455
New +$181K 0.02% 544
2021
Q2 		– Sell
-8,293
Closed -$452K – 514
2021
Q1 		$452K Buy
8,293
+30
+0.4% +$1.67K 0.06% 317
2020
Q4 		$421K Sell
8,263
-624
-7% -$28K 0.06% 290
2020
Q3 		$324K Sell
8,887
-3,426
-28% -$113K 0.05% 311
2020
Q2 		$382K Buy
12,313
+150
+1% +$4.67K 0.07% 254
2020
Q1 		$339K Buy
+12,163
New +$400K 0.08% 243

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

IFG Advisory's UBER Position: Q1 2026 in Review

IFG Advisory sold out of Uber (UBER) in Q1 2026, closing a stake of 3,072 shares — an estimated $251K sold.

IFG Advisory first reported a position in UBER in Q1 2020 and held it in 11 quarters. The position peaked at $1.01M in Q2 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • IFG Advisory reported no remaining Uber position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 3,072 Uber shares in Q1 2026, an estimated $251K.
  • IFG Advisory first reported a position in Uber in Q1 2020 and held it in 11 quarters.
  • IFG Advisory's Uber position peaked at $1.01M in Q2 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.