Root Financial Partners’s Uber UBER Stock Holding History

Root Financial Partners’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	$342K	Buy	4,758 +1,319	+38%	+$102K	0.02%	227
2025 Q4	$281K	Buy	3,439 +498	+17%	+$44.8K	0.01%	238
2025 Q3	$288K	Buy	2,941 +33	+1%	+$3.09K	0.02%	216
2025 Q2	$271K	Buy	+2,908	New	+$239K	0.03%	196

Other funds holding UBER

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Root Financial Partners's UBER Position: Q1 2026 in Review

Root Financial Partners increased its Uber (UBER) stake by 38% in Q1 2026, buying an estimated $102K and bringing the position to 4,758 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #227.

Root Financial Partners first reported a position in UBER in Q2 2025 and has held it in 4 quarters since. 2,429 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

Root Financial Partners held 4,758 shares of Uber worth $342K as of Q1 2026.
Root Financial Partners bought 1,319 Uber shares in Q1 2026, an estimated $102K.
Uber made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #227 holding.
Root Financial Partners first reported a position in Uber in Q2 2025 and has held it in 4 quarters since.
2,429 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.