Lyell Wealth Management’s Uber UBER Stock Holding History

Lyell Wealth 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	$14.1M	Sell	196,668 -114	-0.1%	-$8.77K	1.04%	30
2025 Q4	$16.1M	Buy	196,782 +8,367	+4%	+$753K	1.16%	29
2025 Q3	$18.5M	Buy	188,415 +2,510	+1%	+$235K	1.37%	21
2025 Q2	$17.3M	Buy	185,905 +9,540	+5%	+$785K	1.37%	20
2025 Q1	$12.8M	Buy	176,365 +13,263	+8%	+$956K	1.2%	25
2024 Q4	$9.84M	Buy	163,102 +26,986	+20%	+$1.93M	0.88%	37
2024 Q3	$10.2M	Buy	136,116 +11,474	+9%	+$808K	0.93%	36
2024 Q2	$9.06M	Buy	+124,642	New	+$8.66M	0.86%	38
2022 Q2	–	Sell	-7,650	Closed	-$273K	–	201
2022 Q1	$273K	Hold	7,650	–	–	0.04%	178
2021 Q4	$321K	Sell	7,650 -6,000	-44%	-$259K	0.04%	162
2021 Q3	$612K	Buy	13,650 +2,000	+17%	+$87.4K	0.07%	124
2021 Q2	$584K	Hold	11,650	–	–	0.07%	127
2021 Q1	$635K	Hold	11,650	–	–	0.09%	120
2020 Q4	$594K	Hold	11,650	–	–	0.09%	100
2020 Q3	$425K	Buy	+11,650	New	+$385K	0.08%	100

Other funds holding UBER

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lyell Wealth Management's UBER Position: Q1 2026 in Review

Lyell Wealth Management reduced its Uber (UBER) stake by 0.06% in Q1 2026, selling an estimated $8.77K and leaving 196,668 shares worth $14.1M. The position accounts for 1.04% of the portfolio, ranked #30.

Lyell Wealth Management first reported a position in UBER in Q3 2020 and has held it in 15 quarters since. The position peaked at $18.5M in Q3 2025. 2,430 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

Lyell Wealth Management held 196,668 shares of Uber worth $14.1M as of Q1 2026.
Lyell Wealth Management sold 114 Uber shares in Q1 2026, an estimated $8.77K.
Uber made up 1.04% of Lyell Wealth Management's portfolio in Q1 2026, its #30 holding.
Lyell Wealth Management first reported a position in Uber in Q3 2020 and has held it in 15 quarters since.
Lyell Wealth Management's Uber position peaked at $18.5M in Q3 2025.
2,430 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.