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Norris Financial Group’s Uber UBER Stock Holding History

Norris Financial Group’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
-30,134
Closed -$2.46M – 110
2025
Q4 		$2.46M Sell
30,134
-2,013
-6% -$181K 0.84% 40
2025
Q3 		$3.15M Buy
32,147
+559
+2% +$52.3K 1.15% 28
2025
Q2 		$2.95M Buy
31,588
+28,567
+946% +$2.35M 1.21% 29
2025
Q1 		$220K Buy
+3,021
New +$218K 0.1% 79
2022
Q1 		– Sell
-6,338
Closed -$266K – 106
2021
Q4 		$266K Buy
+6,338
New +$273K 0.16% 73

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

Norris Financial Group's UBER Position: Q1 2026 in Review

Norris Financial Group sold out of Uber (UBER) in Q1 2026, closing a stake of 30,134 shares — an estimated $2.46M sold.

Norris Financial Group first reported a position in UBER in Q4 2021 and held it in 5 quarters. The position peaked at $3.15M in Q3 2025. 2,445 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Norris Financial Group reported no remaining Uber position as of Q1 2026 after selling out during the quarter.
  • Norris Financial Group sold 30,134 Uber shares in Q1 2026, an estimated $2.46M.
  • Norris Financial Group first reported a position in Uber in Q4 2021 and held it in 5 quarters.
  • Norris Financial Group's Uber position peaked at $3.15M in Q3 2025.
  • 2,445 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Norris Financial Group's 13F filing for Q1 2026, filed 20 May 2026.