MWP
UBER icon

Momentum Wealth Planning’s Uber UBER Stock Holding History

Momentum Wealth Planning’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
-6,288
Closed -$514K – 45
2025
Q4 		$514K Buy
6,288
+256
+4% +$23.1K 0.4% 30
2025
Q3 		$591K Buy
6,032
+203
+3% +$19K 0.46% 28
2025
Q2 		$544K Buy
+5,829
New +$480K 0.46% 28

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Momentum Wealth Planning's UBER Position: Q1 2026 in Review

Momentum Wealth Planning sold out of Uber (UBER) in Q1 2026, closing a stake of 6,288 shares — an estimated $514K sold.

Momentum Wealth Planning first reported a position in UBER in Q2 2025 and held it in 3 quarters. The position peaked at $591K in Q3 2025. 2,444 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Momentum Wealth Planning reported no remaining Uber position as of Q1 2026 after selling out during the quarter.
  • Momentum Wealth Planning sold 6,288 Uber shares in Q1 2026, an estimated $514K.
  • Momentum Wealth Planning first reported a position in Uber in Q2 2025 and held it in 3 quarters.
  • Momentum Wealth Planning's Uber position peaked at $591K in Q3 2025.
  • 2,444 funds tracked by Wall St. Rank held Uber as of Q1 2026.

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