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Legacy Trust’s Uber UBER Stock Holding History

Legacy Trust’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 		$3.46M Buy
48,033
+6,250
+15% +$481K 0.66% 42
2025
Q4 		$3.41M Buy
41,783
+35
+0.1% +$3.15K 0.64% 45
2025
Q3 		$4.09M Buy
41,748
+2,953
+8% +$276K 0.81% 35
2025
Q2 		$3.62M Sell
38,795
-1,647
-4% -$136K 0.89% 35
2025
Q1 		$2.95M Buy
40,442
+3,650
+10% +$263K 0.71% 46
2024
Q4 		$2.22M Sell
36,792
-9,470
-20% -$676K 0.52% 53
2024
Q3 		$3.48M Buy
46,262
+6,206
+15% +$437K 0.8% 41
2024
Q2 		$2.91M Buy
+40,056
New +$2.78M 0.72% 46

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 Trust's UBER Position: Q1 2026 in Review

Legacy Trust increased its Uber (UBER) stake by 15% in Q1 2026, buying an estimated $481K and bringing the position to 48,033 shares worth $3.46M. The position accounts for 0.66% of the portfolio, ranked #42.

Legacy Trust first reported a position in UBER in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.09M in Q3 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Legacy Trust held 48,033 shares of Uber worth $3.46M as of Q1 2026.
  • Legacy Trust bought 6,250 Uber shares in Q1 2026, an estimated $481K.
  • Uber made up 0.66% of Legacy Trust's portfolio in Q1 2026, its #42 holding.
  • Legacy Trust first reported a position in Uber in Q2 2024 and has held it in 8 quarters since.
  • Legacy Trust's Uber position peaked at $4.09M in Q3 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.