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Perigon Wealth Management’s Uber UBER Stock Holding History

Perigon 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 		$4.24M Sell
58,981
-27,593
-32% -$2.12M 0.08% 241
2025
Q4 		$7.07M Sell
86,574
-8,134
-9% -$732K 0.13% 153
2025
Q3 		$9.28M Buy
94,708
+11,795
+14% +$1.1M 0.19% 113
2025
Q2 		$7.74M Buy
82,913
+1,855
+2% +$153K 0.18% 119
2025
Q1 		$5.91M Buy
81,058
+68
+0.1% +$4.9K 0.15% 138
2024
Q4 		$5.55M Buy
+80,990
New +$5.78M 0.14% 148
2024
Q3 		– Sell
-58,080
Closed -$4.09M – 1035
2024
Q2 		$4.22M Sell
58,080
-963
-2% -$66.9K 0.12% 154
2024
Q1 		$4.55M Sell
59,043
-8,186
-12% -$588K 0.14% 153
2023
Q4 		$4.14M Buy
67,229
+19,513
+41% +$1.02M 0.14% 149
2023
Q3 		$2.19M Sell
47,716
-60,683
-56% -$2.77M 0.09% 195
2023
Q2 		$3.41M Buy
108,399
+100,971
+1,359% +$3.75M 0.13% 149
2023
Q1 		$235K Buy
+7,428
New +$236K 0.01% 623
2022
Q4 		– Sell
-11,468
Closed -$304K – 721
2022
Q3 		$304K Buy
+11,468
New +$317K 0.03% 420
2022
Q2 		– Sell
-9,612
Closed -$343K – 618
2022
Q1 		$343K Sell
9,612
-2,997
-24% -$108K 0.02% 430
2021
Q4 		$529K Buy
12,609
+6,820
+118% +$294K 0.04% 332
2021
Q3 		$259K Buy
+5,789
New +$253K 0.02% 444
2021
Q1 		– Sell
-1,904
Closed -$97K – 1001
2020
Q4 		$97K Buy
+1,904
New +$85.3K 0.01% 545

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

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

Perigon Wealth Management reduced its Uber (UBER) stake by 32% in Q1 2026, selling an estimated $2.12M and leaving 58,981 shares worth $4.24M. The position accounts for 0.08% of the portfolio, ranked #241.

Perigon Wealth Management first reported a position in UBER in Q4 2020 and has held it in 17 quarters since. The position peaked at $9.28M in Q3 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Perigon Wealth Management held 58,981 shares of Uber worth $4.24M as of Q1 2026.
  • Perigon Wealth Management sold 27,593 Uber shares in Q1 2026, an estimated $2.12M.
  • Uber made up 0.08% of Perigon Wealth Management's portfolio in Q1 2026, its #241 holding.
  • Perigon Wealth Management first reported a position in Uber in Q4 2020 and has held it in 17 quarters since.
  • Perigon Wealth Management's Uber position peaked at $9.28M in Q3 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.