IAA
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Independent Advisor Alliance’s Uber UBER Stock Holding History

Independent Advisor Alliance’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
2021
Q1 		– Sell
-29
Closed -$34K – 654
2020
Q4 		$34K Buy
+29
New +$1.3K ﹤0.01% 543

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

Independent Advisor Alliance's UBER Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Uber (UBER) stake by 5.8% in Q1 2026, selling an estimated $313K and leaving 66,017 shares worth $4.75M. The position accounts for 0.05% of the portfolio, ranked #321.

Independent Advisor Alliance first reported a position in UBER in Q1 2020 and has held it in 25 quarters since. The position peaked at $8.17M in Q2 2021. 2,430 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Independent Advisor Alliance held 66,017 shares of Uber worth $4.75M as of Q1 2026.
  • Independent Advisor Alliance sold 4,070 Uber shares in Q1 2026, an estimated $313K.
  • Uber made up 0.05% of Independent Advisor Alliance's portfolio in Q1 2026, its #321 holding.
  • Independent Advisor Alliance first reported a position in Uber in Q1 2020 and has held it in 25 quarters since.
  • Independent Advisor Alliance's Uber position peaked at $8.17M in Q2 2021.
  • 2,430 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.