IMA Advisory Services’s Uber UBER Stock Holding History

IMA Advisory Services’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	$143K	Sell	1,983 -9	-0.5%	-$693	0.01%	190
2025 Q4	$163K	Buy	1,992 +75	+4%	+$6.75K	0.02%	183
2025 Q3	$188K	Buy	1,917 +403	+27%	+$37.7K	0.02%	166
2025 Q2	$141K	Buy	1,514 +11	+0.7%	+$906	0.02%	180
2025 Q1	$110K	Buy	+1,503	New	+$108K	0.01%	188
2024 Q4	–	Sell	-1,503	Closed	-$113K	–	277
2024 Q3	$113K	Buy	+1,503	New	+$106K	0.02%	151
2023 Q4	–	Sell	-300	Closed	-$13.8K	–	253
2023 Q3	$13.8K	Hold	300	–	–	﹤0.01%	233
2023 Q2	$13K	Sell	300 -200	-40%	-$7.43K	﹤0.01%	239
2023 Q1	$15.8K	Hold	500	–	–	﹤0.01%	226
2022 Q4	$12.4K	Hold	500	–	–	﹤0.01%	248
2022 Q3	$13K	Hold	500	–	–	﹤0.01%	243
2022 Q2	$10K	Hold	500	–	–	﹤0.01%	261
2022 Q1	$18K	Hold	500	–	–	﹤0.01%	213
2021 Q4	$21K	Hold	500	–	–	﹤0.01%	215
2021 Q3	$22K	Hold	500	–	–	0.01%	193
2021 Q2	$25K	Buy	+500	New	+$26.1K	0.01%	180
2020 Q2	–	Sell	-30	Closed	-$1K	–	256
2020 Q1	$1K	Sell	30 -650	-96%	-$21.4K	﹤0.01%	247
2019 Q4	$20K	Sell	680 -32,151	-98%	-$954K	0.01%	187
2019 Q3	$1M	Buy	32,831 +537	+2%	+$20.2K	0.38%	72
2019 Q2	$1.5M	Buy	+32,294	New	+$1.37M	0.56%	65

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

IMA Advisory Services's UBER Position: Q1 2026 in Review

IMA Advisory Services reduced its Uber (UBER) stake by 0.45% in Q1 2026, selling an estimated $693 and leaving 1,983 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #190.

IMA Advisory Services first reported a position in UBER in Q2 2019 and has held it in 20 quarters since. The position peaked at $1.5M in Q2 2019. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

IMA Advisory Services held 1,983 shares of Uber worth $143K as of Q1 2026.
IMA Advisory Services sold 9 Uber shares in Q1 2026, an estimated $693.
Uber made up 0.01% of IMA Advisory Services's portfolio in Q1 2026, its #190 holding.
IMA Advisory Services first reported a position in Uber in Q2 2019 and has held it in 20 quarters since.
IMA Advisory Services's Uber position peaked at $1.5M in Q2 2019.
2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.