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Kestra Advisory Services’s Uber UBER Stock Holding History

Kestra 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 		$23.3M Buy
324,602
+25,961
+9% +$2M 0.09% 237
2025
Q4 		$24.4M Sell
298,641
-91,570
-23% -$8.25M 0.1% 207
2025
Q3 		$38.2M Buy
390,211
+124,902
+47% +$11.7M 0.17% 106
2025
Q2 		$24.8M Sell
265,309
-9,594
-3% -$790K 0.12% 156
2025
Q1 		$20M Buy
274,903
+6,597
+2% +$475K 0.1% 176
2024
Q4 		$16.2M Sell
268,306
-40,675
-13% -$2.9M 0.09% 235
2024
Q3 		$23.2M Buy
308,981
+7,216
+2% +$508K 0.13% 158
2024
Q2 		$21.9M Buy
301,765
+133,259
+79% +$9.26M 0.12% 169
2024
Q1 		$13M Buy
168,506
+25,472
+18% +$1.83M 0.09% 246
2023
Q4 		$8.81M Sell
143,034
-588
-0.4% -$30.8K 0.07% 301
2023
Q3 		$6.61M Sell
143,622
-60,281
-30% -$2.75M 0.07% 311
2023
Q2 		$8.8M Buy
203,903
+101,855
+100% +$3.79M 0.09% 249
2023
Q1 		$3.23M Sell
102,048
-20,409
-17% -$647K 0.04% 484
2022
Q4 		$3.03M Sell
122,457
-62,352
-34% -$1.71M 0.03% 590
2022
Q3 		$4.9M Buy
184,809
+69,336
+60% +$1.92M 0.05% 375
2022
Q2 		$2.36M Buy
115,473
+14,479
+14% +$384K 0.02% 610
2022
Q1 		$3.6M Sell
100,994
-8,841
-8% -$318K 0.04% 468
2021
Q4 		$4.61M Sell
109,835
-24,944
-19% -$1.08M 0.05% 401
2021
Q3 		$6.04M Buy
134,779
+29,525
+28% +$1.29M 0.06% 331
2021
Q2 		$5.28M Buy
105,254
+14,198
+16% +$742K 0.06% 350
2021
Q1 		$4.96M Buy
91,056
+15,197
+20% +$848K 0.06% 341
2020
Q4 		$4.03M Buy
75,859
+22,491
+42% +$1.01M 0.05% 390
2020
Q3 		$1.95M Buy
+53,368
New +$1.76M 0.04% 439

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

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

Kestra Advisory Services increased its Uber (UBER) stake by 8.7% in Q1 2026, buying an estimated $2M and bringing the position to 324,602 shares worth $23.3M. The position accounts for 0.09% of the portfolio, ranked #237.

Kestra Advisory Services first reported a position in UBER in Q3 2020 and has held it in 23 quarters since. The position peaked at $38.2M in Q3 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Kestra Advisory Services held 324,602 shares of Uber worth $23.3M as of Q1 2026.
  • Kestra Advisory Services bought 25,961 Uber shares in Q1 2026, an estimated $2M.
  • Uber made up 0.09% of Kestra Advisory Services's portfolio in Q1 2026, its #237 holding.
  • Kestra Advisory Services first reported a position in Uber in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Uber position peaked at $38.2M in Q3 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.