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Shepherd Financial Partners’s Uber UBER Stock Holding History

Shepherd 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 		$258K Sell
3,584
-3,327
-48% -$256K 0.02% 215
2025
Q4 		$565K Buy
6,911
+412
+6% +$37.1K 0.05% 151
2025
Q3 		$637K Sell
6,499
-19
-0.3% -$1.78K 0.06% 143
2025
Q2 		$608K Sell
6,518
-3
-0% -$247 0.06% 136
2025
Q1 		$475K Buy
+6,521
New +$470K 0.06% 157
2022
Q1 		– Sell
-4,970
Closed -$207K – 171
2021
Q4 		$207K Sell
4,970
-10,617
-68% -$458K 0.04% 150
2021
Q3 		$700K Buy
+15,587
New +$681K 0.14% 98

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

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

Shepherd Financial Partners reduced its Uber (UBER) stake by 48% in Q1 2026, selling an estimated $256K and leaving 3,584 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #215.

Shepherd Financial Partners first reported a position in UBER in Q3 2021 and has held it in 7 quarters since. The position peaked at $700K in Q3 2021. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Shepherd Financial Partners held 3,584 shares of Uber worth $258K as of Q1 2026.
  • Shepherd Financial Partners sold 3,327 Uber shares in Q1 2026, an estimated $256K.
  • Uber made up 0.02% of Shepherd Financial Partners's portfolio in Q1 2026, its #215 holding.
  • Shepherd Financial Partners first reported a position in Uber in Q3 2021 and has held it in 7 quarters since.
  • Shepherd Financial Partners's Uber position peaked at $700K in Q3 2021.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.