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Medallion Wealth Advisors’s Uber UBER Stock Holding History

Medallion Wealth 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 		$122K Buy
1,699
+97
+6% +$7.47K 0.04% 323
2025
Q4 		$131K Hold
1,602
– – 0.04% 310
2025
Q3 		$157K Sell
1,602
-13
-0.8% -$1.22K 0.06% 267
2025
Q2 		$149K Hold
1,615
– – 0.06% 277
2025
Q1 		$118K Buy
1,615
+403
+33% +$29K 0.05% 281
2024
Q4 		$76K Buy
+1,212
New +$86.5K 0.04% 342

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

Medallion Wealth Advisors's UBER Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Uber (UBER) stake by 6.1% in Q1 2026, buying an estimated $7.47K and bringing the position to 1,699 shares worth $122K. The position accounts for 0.04% of the portfolio, ranked #323.

Medallion Wealth Advisors first reported a position in UBER in Q4 2024 and has held it in 6 quarters since. The position peaked at $157K in Q3 2025. 2,429 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Medallion Wealth Advisors held 1,699 shares of Uber worth $122K as of Q1 2026.
  • Medallion Wealth Advisors bought 97 Uber shares in Q1 2026, an estimated $7.47K.
  • Uber made up 0.04% of Medallion Wealth Advisors's portfolio in Q1 2026, its #323 holding.
  • Medallion Wealth Advisors first reported a position in Uber in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Uber position peaked at $157K in Q3 2025.
  • 2,429 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.