Perennial Investment 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
$672K Sell
9,347
-188
-2% -$14.5K 0.05% 245
2025
Q4
$779K Buy
9,535
+926
+11% +$83.4K 0.06% 223
2025
Q3
$843K Buy
8,609
+779
+10% +$72.9K 0.07% 202
2025
Q2
$731K Buy
7,830
+252
+3% +$20.7K 0.07% 207
2025
Q1
$552K Buy
7,578
+967
+15% +$69.7K 0.06% 233
2024
Q4
$399K Buy
6,611
+212
+3% +$15.1K 0.05% 251
2024
Q3
$481K Sell
6,399
-75
-1% -$5.28K 0.06% 219
2024
Q2
$471K Buy
6,474
+90
+1% +$6.25K 0.07% 205
2024
Q1
$492K Buy
6,384
+274
+4% +$19.7K 0.07% 189
2023
Q4
$376K Sell
6,110
-944
-13% -$49.4K 0.06% 207
2023
Q3
$324K Sell
7,054
-603
-8% -$27.5K 0.06% 230
2023
Q2
$331K Sell
7,657
-500
-6% -$18.6K 0.06% 233
2023
Q1
$259K Buy
+8,157
New +$259K 0.05% 261
2021
Q1
Sell
-6,026
Closed -$307K 217
2020
Q4
$307K Buy
6,026
+240
+4% +$10.8K 0.13% 120
2020
Q3
$210K Buy
+5,786
New +$191K 0.11% 136

Other funds holding UBER

Perennial Investment Advisors's UBER Position: Q1 2026 in Review

Perennial Investment Advisors reduced its Uber (UBER) stake by 2% in Q1 2026, selling an estimated $14.5K and leaving 9,347 shares worth $672K. The position accounts for 0.05% of the portfolio, ranked #245.

Perennial Investment Advisors first reported a position in UBER in Q3 2020 and has held it in 15 quarters since. The position peaked at $843K in Q3 2025. 2,430 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Perennial Investment Advisors held 9,347 shares of Uber worth $672K as of Q1 2026.
  • Perennial Investment Advisors sold 188 Uber shares in Q1 2026, an estimated $14.5K.
  • Uber made up 0.05% of Perennial Investment Advisors's portfolio in Q1 2026, its #245 holding.
  • Perennial Investment Advisors first reported a position in Uber in Q3 2020 and has held it in 15 quarters since.
  • Perennial Investment Advisors's Uber position peaked at $843K in Q3 2025.
  • 2,430 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.