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Personal CFO Solutions’s Uber UBER Stock Holding History

Personal CFO Solutions’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 		$1.33M Buy
18,541
+731
+4% +$56.3K 0.19% 91
2025
Q4 		$1.46M Buy
17,810
+408
+2% +$36.7K 0.23% 73
2025
Q3 		$1.7M Buy
17,402
+6,284
+57% +$588K 0.3% 60
2025
Q2 		$1.04M Buy
11,118
+1,973
+22% +$162K 0.19% 103
2025
Q1 		$666K Buy
9,145
+2,049
+29% +$148K 0.14% 167
2024
Q4 		$428K Buy
7,096
+1,024
+17% +$73.1K 0.08% 231
2024
Q3 		$456K Sell
6,072
-244
-4% -$17.2K 0.06% 285
2024
Q2 		$459K Buy
6,316
+242
+4% +$16.8K 0.07% 261
2024
Q1 		$468K Buy
6,074
+276
+5% +$19.8K 0.07% 274
2023
Q4 		$357K Sell
5,798
-765
-12% -$40K 0.06% 326
2023
Q3 		$302K Sell
6,563
-135
-2% -$6.17K 0.06% 319
2023
Q2 		$289K Buy
+6,698
New +$249K 0.06% 340

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

Personal CFO Solutions's UBER Position: Q1 2026 in Review

Personal CFO Solutions increased its Uber (UBER) stake by 4.1% in Q1 2026, buying an estimated $56.3K and bringing the position to 18,541 shares worth $1.33M. The position accounts for 0.19% of the portfolio, ranked #91.

Personal CFO Solutions first reported a position in UBER in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.7M in Q3 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Personal CFO Solutions held 18,541 shares of Uber worth $1.33M as of Q1 2026.
  • Personal CFO Solutions bought 731 Uber shares in Q1 2026, an estimated $56.3K.
  • Uber made up 0.19% of Personal CFO Solutions's portfolio in Q1 2026, its #91 holding.
  • Personal CFO Solutions first reported a position in Uber in Q2 2023 and has held it in 12 quarters since.
  • Personal CFO Solutions's Uber position peaked at $1.7M in Q3 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.