Sendero Wealth Management’s Uber UBER Stock Holding History

Sendero 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	$4.29M	Sell	59,572 -13,235	-18%	-$1.02M	0.47%	41
2025 Q4	$5.95M	Sell	72,807 -7,347	-9%	-$662K	0.66%	26
2025 Q3	$7.85M	Buy	80,154 +9,661	+14%	+$904K	0.92%	21
2025 Q2	$6.58M	Buy	70,493 +6,239	+10%	+$514K	0.82%	26
2025 Q1	$4.68M	Buy	64,254 +9,113	+17%	+$657K	0.65%	34
2024 Q4	$3.33M	Buy	55,141 +12,185	+28%	+$870K	0.5%	42
2024 Q3	$3.23M	Buy	42,956 +1,133	+3%	+$79.8K	0.51%	42
2024 Q2	$3.04M	Buy	41,823 +5,957	+17%	+$414K	0.51%	40
2024 Q1	$2.76M	Buy	+35,866	New	+$2.57M	0.47%	45

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

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

Sendero Wealth Management reduced its Uber (UBER) stake by 18% in Q1 2026, selling an estimated $1.02M and leaving 59,572 shares worth $4.29M. The position accounts for 0.47% of the portfolio, ranked #41.

Sendero Wealth Management first reported a position in UBER in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.85M in Q3 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

Sendero Wealth Management held 59,572 shares of Uber worth $4.29M as of Q1 2026.
Sendero Wealth Management sold 13,235 Uber shares in Q1 2026, an estimated $1.02M.
Uber made up 0.47% of Sendero Wealth Management's portfolio in Q1 2026, its #41 holding.
Sendero Wealth Management first reported a position in Uber in Q1 2024 and has held it in 9 quarters since.
Sendero Wealth Management's Uber position peaked at $7.85M in Q3 2025.
2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.