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Opal Wealth Advisors’s Uber UBER Stock Holding History

Opal 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 		$323K Buy
4,494
+339
+8% +$26.1K 0.07% 139
2025
Q4 		$340K Sell
4,155
-286
-6% -$25.8K 0.09% 144
2025
Q3 		$435K Buy
4,441
+74
+2% +$6.92K 0.12% 103
2025
Q2 		$407K Sell
4,367
-3,042
-41% -$250K 0.11% 96
2025
Q1 		$540K Sell
7,409
-1,489
-17% -$107K 0.17% 72
2024
Q4 		$537K Sell
8,898
-476
-5% -$34K 0.16% 86
2024
Q3 		$705K Buy
9,374
+374
+4% +$26.3K 0.22% 59
2024
Q2 		$654K Sell
9,000
-283
-3% -$19.7K 0.21% 61
2024
Q1 		$715K Buy
9,283
+261
+3% +$18.7K 0.24% 59
2023
Q4 		$555K Buy
9,022
+150
+2% +$7.85K 0.22% 72
2023
Q3 		$408K Buy
8,872
+1,223
+16% +$55.9K 0.24% 66
2023
Q2 		$330K Buy
+7,649
New +$284K 0.16% 80
2022
Q1 		– Sell
-5,088
Closed -$213K – 132
2021
Q4 		$213K Sell
5,088
-37
-0.7% -$1.59K 0.13% 117
2021
Q3 		$230K Sell
5,125
-104
-2% -$4.54K 0.22% 69
2021
Q2 		$262K Buy
5,229
+171
+3% +$8.93K 0.24% 59
2021
Q1 		$276K Buy
5,058
+101
+2% +$5.64K 0.3% 52
2020
Q4 		$253K Buy
+4,957
New +$222K 0.32% 53

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

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

Opal Wealth Advisors increased its Uber (UBER) stake by 8.2% in Q1 2026, buying an estimated $26.1K and bringing the position to 4,494 shares worth $323K. The position accounts for 0.07% of the portfolio, ranked #139.

Opal Wealth Advisors first reported a position in UBER in Q4 2020 and has held it in 17 quarters since. The position peaked at $715K in Q1 2024. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Opal Wealth Advisors held 4,494 shares of Uber worth $323K as of Q1 2026.
  • Opal Wealth Advisors bought 339 Uber shares in Q1 2026, an estimated $26.1K.
  • Uber made up 0.07% of Opal Wealth Advisors's portfolio in Q1 2026, its #139 holding.
  • Opal Wealth Advisors first reported a position in Uber in Q4 2020 and has held it in 17 quarters since.
  • Opal Wealth Advisors's Uber position peaked at $715K in Q1 2024.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.