Modera Wealth Management’s Uber UBER Stock Holding History

Modera 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	–	Sell	-6,666	Closed	-$545K	–	677
2025 Q4	$545K	Buy	6,666 +214	+3%	+$19.3K	0.01%	437
2025 Q3	$632K	Sell	6,452 -65	-1%	-$6.08K	0.01%	417
2025 Q2	$608K	Buy	6,517 +712	+12%	+$58.6K	0.01%	410
2025 Q1	$423K	Buy	5,805 +226	+4%	+$16.3K	0.01%	458
2024 Q4	$337K	Buy	5,579 +422	+8%	+$30.1K	﹤0.01%	495
2024 Q3	$388K	Buy	5,157 +597	+13%	+$42K	﹤0.01%	455
2024 Q2	$331K	Buy	4,560 +5	+0.1%	+$348	﹤0.01%	460
2024 Q1	$351K	Buy	4,555 +254	+6%	+$18.2K	0.01%	451
2023 Q4	$265K	Buy	+4,301	New	+$225K	﹤0.01%	488
2022 Q1	–	Sell	-6,008	Closed	-$252K	–	582
2021 Q4	$252K	Buy	+6,008	New	+$259K	0.01%	480

Other funds holding UBER

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

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

Modera Wealth Management sold out of Uber (UBER) in Q1 2026, closing a stake of 6,666 shares — an estimated $545K sold.

Modera Wealth Management first reported a position in UBER in Q4 2021 and held it in 10 quarters. The position peaked at $632K in Q3 2025. 2,436 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

Modera Wealth Management reported no remaining Uber position as of Q1 2026 after selling out during the quarter.
Modera Wealth Management sold 6,666 Uber shares in Q1 2026, an estimated $545K.
Modera Wealth Management first reported a position in Uber in Q4 2021 and held it in 10 quarters.
Modera Wealth Management's Uber position peaked at $632K in Q3 2025.
2,436 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.