Shepherd Wealth Management’s Uber UBER Stock Holding History

Shepherd 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	$314K	Sell	4,216 -51,575	-92%	-$3.97M	0.23%	36
2025 Q4	$4.73M	Sell	55,791 -47	-0.1%	-$4.23K	3.29%	11
2025 Q3	$5.22M	Buy	55,838 +8,191	+17%	+$766K	3.47%	11
2025 Q2	$4.28M	Sell	47,647 -28,290	-37%	-$2.33M	2.92%	10
2025 Q1	$5.53M	Buy	75,937 +53,065	+232%	+$3.82M	5.69%	9
2024 Q4	$1.38M	Buy	+22,872	New	+$1.63M	1.36%	17

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

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

Shepherd Wealth Management reduced its Uber (UBER) stake by 92% in Q1 2026, selling an estimated $3.97M and leaving 4,216 shares worth $314K. The position accounts for 0.23% of the portfolio, ranked #36.

Shepherd Wealth Management first reported a position in UBER in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.53M in Q1 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

Shepherd Wealth Management held 4,216 shares of Uber worth $314K as of Q1 2026.
Shepherd Wealth Management sold 51,575 Uber shares in Q1 2026, an estimated $3.97M.
Uber made up 0.23% of Shepherd Wealth Management's portfolio in Q1 2026, its #36 holding.
Shepherd Wealth Management first reported a position in Uber in Q4 2024 and has held it in 6 quarters since.
Shepherd Wealth Management's Uber position peaked at $5.53M in Q1 2025.
2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.