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Naviter Wealth’s Uber UBER Stock Holding History

Naviter Wealth’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 		$1.42M Sell
19,760
-314
-2% -$24.2K 0.18% 129
2025
Q4 		$1.64M Sell
20,074
-694
-3% -$62.5K 0.21% 113
2025
Q3 		$2.03M Buy
20,768
+860
+4% +$80.4K 0.24% 111
2025
Q2 		$1.86M Sell
19,908
-640
-3% -$52.7K 0.23% 117
2025
Q1 		$1.49M Buy
20,548
+492
+2% +$35.4K 0.18% 143
2024
Q4 		$1.21M Buy
20,056
+10,473
+109% +$748K 0.15% 158
2024
Q3 		$720K Sell
9,583
-670
-7% -$47.2K 0.1% 178
2024
Q2 		$745K Sell
10,253
-788
-7% -$54.8K 0.11% 176
2024
Q1 		$850K Buy
11,041
+7,074
+178% +$508K 0.14% 168
2023
Q4 		$244K Buy
+3,967
New +$208K 0.05% 197
2023
Q1 		– Sell
-17,878
Closed -$535K – 221
2022
Q4 		$535K Buy
17,878
+1,713
+11% +$46.9K 0.15% 145
2022
Q3 		$428K Sell
16,165
-273
-2% -$7.54K 0.17% 138
2022
Q2 		$336K Buy
+16,438
New +$436K 0.14% 153

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

Naviter Wealth's UBER Position: Q1 2026 in Review

Naviter Wealth reduced its Uber (UBER) stake by 1.6% in Q1 2026, selling an estimated $24.2K and leaving 19,760 shares worth $1.42M. The position accounts for 0.18% of the portfolio, ranked #129.

Naviter Wealth first reported a position in UBER in Q2 2022 and has held it in 13 quarters since. The position peaked at $2.03M in Q3 2025. 2,430 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Naviter Wealth held 19,760 shares of Uber worth $1.42M as of Q1 2026.
  • Naviter Wealth sold 314 Uber shares in Q1 2026, an estimated $24.2K.
  • Uber made up 0.18% of Naviter Wealth's portfolio in Q1 2026, its #129 holding.
  • Naviter Wealth first reported a position in Uber in Q2 2022 and has held it in 13 quarters since.
  • Naviter Wealth's Uber position peaked at $2.03M in Q3 2025.
  • 2,430 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.