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OneAscent Wealth Management’s Uber UBER Stock Holding History

OneAscent 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
-4,130
Closed -$337K – 178
2025
Q4 		$337K Buy
+4,130
New +$372K 0.11% 100

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

OneAscent Wealth Management's UBER Position: Q1 2026 in Review

OneAscent Wealth Management sold out of Uber (UBER) in Q1 2026, closing a stake of 4,130 shares — an estimated $337K sold.

OneAscent Wealth Management first reported a position in UBER in Q4 2025 and held it in 1 quarter. The position peaked at $337K in Q4 2025. 2,443 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • OneAscent Wealth Management reported no remaining Uber position as of Q1 2026 after selling out during the quarter.
  • OneAscent Wealth Management sold 4,130 Uber shares in Q1 2026, an estimated $337K.
  • OneAscent Wealth Management first reported a position in Uber in Q4 2025 and held it in 1 quarter.
  • OneAscent Wealth Management's Uber position peaked at $337K in Q4 2025.
  • 2,443 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on OneAscent Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.