New Insight Wealth Advisors’s Uber UBER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$406K Sell
5,642
-1,277
-18% -$98.3K 0.15% 75
2025
Q4
$565K Sell
6,919
-452
-6% -$40.7K 0.2% 70
2025
Q3
$722K Sell
7,371
-449
-6% -$42K 0.27% 56
2025
Q2
$730K Sell
7,820
-837
-10% -$68.9K 0.3% 50
2025
Q1
$631K Sell
8,657
-903
-9% -$65.1K 0.29% 51
2024
Q4
$577K Sell
9,560
-338
-3% -$24.1K 0.29% 48
2024
Q3
$744K Sell
9,898
-1,220
-11% -$85.9K 0.39% 39
2024
Q2
$808K Sell
11,118
-5,488
-33% -$381K 0.48% 37
2024
Q1
$1.28M Sell
16,606
-617
-4% -$44.3K 0.8% 27
2023
Q4
$1.06M Buy
+17,223
New +$901K 0.71% 28

Other funds holding UBER

New Insight Wealth Advisors's UBER Position: Q1 2026 in Review

New Insight Wealth Advisors reduced its Uber (UBER) stake by 18% in Q1 2026, selling an estimated $98.3K and leaving 5,642 shares worth $406K. The position accounts for 0.15% of the portfolio, ranked #75.

New Insight Wealth Advisors first reported a position in UBER in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.28M in Q1 2024. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • New Insight Wealth Advisors held 5,642 shares of Uber worth $406K as of Q1 2026.
  • New Insight Wealth Advisors sold 1,277 Uber shares in Q1 2026, an estimated $98.3K.
  • Uber made up 0.15% of New Insight Wealth Advisors's portfolio in Q1 2026, its #75 holding.
  • New Insight Wealth Advisors first reported a position in Uber in Q4 2023 and has held it in 10 quarters since.
  • New Insight Wealth Advisors's Uber position peaked at $1.28M in Q1 2024.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.