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Legacy Financial Advisors’s Uber UBER Stock Holding History

Legacy Financial Advisors’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 		$630K Sell
8,753
-424
-5% -$32.6K 0.09% 190
2025
Q4 		$750K Buy
9,177
+403
+5% +$36.3K 0.1% 166
2025
Q3 		$860K Buy
8,774
+388
+5% +$36.3K 0.12% 158
2025
Q2 		$782K Buy
8,386
+1,237
+17% +$102K 0.12% 145
2025
Q1 		$521K Buy
+7,149
New +$515K 0.09% 188
2024
Q4 		– Sell
-6,914
Closed -$520K – 369
2024
Q3 		$520K Buy
6,914
+2,836
+70% +$200K 0.09% 188
2024
Q2 		$296K Sell
4,078
-85
-2% -$5.91K 0.05% 254
2024
Q1 		$320K Sell
4,163
-1,414
-25% -$102K 0.06% 240
2023
Q4 		$343K Buy
+5,577
New +$292K 0.07% 209

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

Legacy Financial Advisors's UBER Position: Q1 2026 in Review

Legacy Financial Advisors reduced its Uber (UBER) stake by 4.6% in Q1 2026, selling an estimated $32.6K and leaving 8,753 shares worth $630K. The position accounts for 0.09% of the portfolio, ranked #190.

Legacy Financial Advisors first reported a position in UBER in Q4 2023 and has held it in 9 quarters since. The position peaked at $860K in Q3 2025. 2,430 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Legacy Financial Advisors held 8,753 shares of Uber worth $630K as of Q1 2026.
  • Legacy Financial Advisors sold 424 Uber shares in Q1 2026, an estimated $32.6K.
  • Uber made up 0.09% of Legacy Financial Advisors's portfolio in Q1 2026, its #190 holding.
  • Legacy Financial Advisors first reported a position in Uber in Q4 2023 and has held it in 9 quarters since.
  • Legacy Financial Advisors's Uber position peaked at $860K in Q3 2025.
  • 2,430 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.