MSWM
UBER icon

Mowery & Schoenfeld Wealth Management’s Uber UBER Stock Holding History

Mowery & Schoenfeld 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
-40
Closed -$3.27K – 480
2025
Q4 		$3.27K Buy
+40
New +$3.6K ﹤0.01% 367
2025
Q2 		– Sell
-100
Closed -$7.29K – 457
2025
Q1 		$7.29K Sell
100
-368
-79% -$26.5K 0.01% 290
2024
Q4 		$28.2K Sell
468
-605
-56% -$43.2K 0.05% 153
2024
Q3 		$80.6K Buy
1,073
+750
+232% +$52.8K 0.13% 73
2024
Q2 		$23.5K Hold
323
– – 0.03% 136
2024
Q1 		$24.9K Sell
323
-166
-34% -$11.9K 0.05% 103
2023
Q4 		$30.1K Buy
+489
New +$25.6K 0.06% 85

Other funds holding UBER

BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $1.66T 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

Mowery & Schoenfeld Wealth Management's UBER Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Uber (UBER) in Q1 2026, closing a stake of 40 shares — an estimated $3.27K sold.

Mowery & Schoenfeld Wealth Management first reported a position in UBER in Q4 2023 and held it in 7 quarters. The position peaked at $80.6K in Q3 2024. 2,437 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Uber position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 40 Uber shares in Q1 2026, an estimated $3.27K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Uber in Q4 2023 and held it in 7 quarters.
  • Mowery & Schoenfeld Wealth Management's Uber position peaked at $80.6K in Q3 2024.
  • 2,437 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.