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Mindset Wealth Management’s Uber UBER Stock Holding History

Mindset 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 		$267K Buy
3,711
+8
+0.2% +$616 0.07% 133
2025
Q4 		$303K Sell
3,703
-200
-5% -$18K 0.08% 130
2025
Q3 		$382K Buy
3,903
+557
+17% +$52.1K 0.1% 101
2025
Q2 		$312K Sell
3,346
-114
-3% -$9.38K 0.1% 106
2025
Q1 		$252K Buy
+3,460
New +$249K 0.1% 112

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

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

Mindset Wealth Management increased its Uber (UBER) stake by 0.22% in Q1 2026, buying an estimated $616 and bringing the position to 3,711 shares worth $267K. The position accounts for 0.07% of the portfolio, ranked #133.

Mindset Wealth Management first reported a position in UBER in Q1 2025 and has held it in 5 quarters since. The position peaked at $382K in Q3 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Mindset Wealth Management held 3,711 shares of Uber worth $267K as of Q1 2026.
  • Mindset Wealth Management bought 8 Uber shares in Q1 2026, an estimated $616.
  • Uber made up 0.07% of Mindset Wealth Management's portfolio in Q1 2026, its #133 holding.
  • Mindset Wealth Management first reported a position in Uber in Q1 2025 and has held it in 5 quarters since.
  • Mindset Wealth Management's Uber position peaked at $382K in Q3 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.