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Navis Wealth Advisors’s Uber UBER Stock Holding History

Navis 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 		$565K Sell
7,861
-1,558
-17% -$120K 0.29% 86
2025
Q4 		$770K Buy
9,419
+559
+6% +$50.3K 0.33% 74
2025
Q3 		$868K Buy
8,860
+495
+6% +$46.3K 0.65% 30
2025
Q2 		$780K Sell
8,365
-522
-6% -$43K 0.66% 32
2025
Q1 		$648K Sell
8,887
-730
-8% -$52.6K 0.64% 36
2024
Q4 		$580K Sell
9,617
-41
-0.4% -$2.93K 0.63% 38
2024
Q3 		$726K Sell
9,658
-234
-2% -$16.5K 0.79% 28
2024
Q2 		$719K Buy
9,892
+2,363
+31% +$164K 0.82% 24
2024
Q1 		$580K Sell
7,529
-1
-0% -$72 0.7% 34
2023
Q4 		$464K Sell
7,530
-59
-0.8% -$3.09K 0.6% 40
2023
Q3 		$349K Buy
+7,589
New +$347K 0.51% 47
2022
Q2 		– Sell
-6,600
Closed -$235K – 107
2022
Q1 		$235K Hold
6,600
– – 0.21% 91
2021
Q4 		$277K Hold
6,600
– – 0.23% 88
2021
Q3 		$296K Buy
6,600
+1,500
+29% +$65.5K 0.21% 97
2021
Q2 		$256K Hold
5,100
– – 0.22% 86
2021
Q1 		$278K Buy
5,100
+100
+2% +$5.58K 0.22% 87
2020
Q4 		$255K Buy
+5,000
New +$224K 0.23% 75

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

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

Navis Wealth Advisors reduced its Uber (UBER) stake by 17% in Q1 2026, selling an estimated $120K and leaving 7,861 shares worth $565K. The position accounts for 0.29% of the portfolio, ranked #86.

Navis Wealth Advisors first reported a position in UBER in Q4 2020 and has held it in 17 quarters since. The position peaked at $868K in Q3 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Navis Wealth Advisors held 7,861 shares of Uber worth $565K as of Q1 2026.
  • Navis Wealth Advisors sold 1,558 Uber shares in Q1 2026, an estimated $120K.
  • Uber made up 0.29% of Navis Wealth Advisors's portfolio in Q1 2026, its #86 holding.
  • Navis Wealth Advisors first reported a position in Uber in Q4 2020 and has held it in 17 quarters since.
  • Navis Wealth Advisors's Uber position peaked at $868K in Q3 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.