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Journey Retirement Planning & Investment Management’s Uber UBER Stock Holding History

Journey Retirement Planning & Investment Management’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
-5,412
Closed -$442K – 233
2025
Q4 		$442K Buy
+5,412
New +$487K 0.09% 158

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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

Journey Retirement Planning & Investment Management's UBER Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of Uber (UBER) in Q1 2026, closing a stake of 5,412 shares — an estimated $442K sold.

Journey Retirement Planning & Investment Management first reported a position in UBER in Q4 2025 and held it in 1 quarter. The position peaked at $442K in Q4 2025. 2,437 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining Uber position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 5,412 Uber shares in Q1 2026, an estimated $442K.
  • Journey Retirement Planning & Investment Management first reported a position in Uber in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's Uber position peaked at $442K in Q4 2025.
  • 2,437 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.