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Outlook Wealth Advisors’s Uber UBER Stock Holding History

Outlook 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 		$237K Sell
3,299
-5,586
-63% -$430K 0.06% 290
2025
Q4 		$726K Buy
8,885
+3,467
+64% +$312K 0.16% 120
2025
Q3 		$531K Buy
5,418
+2,889
+114% +$270K 0.13% 151
2025
Q2 		$236K Buy
+2,529
New +$208K 0.06% 255

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

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

Outlook Wealth Advisors reduced its Uber (UBER) stake by 63% in Q1 2026, selling an estimated $430K and leaving 3,299 shares worth $237K. The position accounts for 0.06% of the portfolio, ranked #290.

Outlook Wealth Advisors first reported a position in UBER in Q2 2025 and has held it in 4 quarters since. The position peaked at $726K in Q4 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Outlook Wealth Advisors held 3,299 shares of Uber worth $237K as of Q1 2026.
  • Outlook Wealth Advisors sold 5,586 Uber shares in Q1 2026, an estimated $430K.
  • Uber made up 0.06% of Outlook Wealth Advisors's portfolio in Q1 2026, its #290 holding.
  • Outlook Wealth Advisors first reported a position in Uber in Q2 2025 and has held it in 4 quarters since.
  • Outlook Wealth Advisors's Uber position peaked at $726K in Q4 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.