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SHP Wealth Management’s Uber UBER Stock Holding History

SHP 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 		$250K Buy
3,469
+128
+4% +$9.85K 0.02% 225
2025
Q4 		$273K Buy
+3,341
New +$301K 0.02% 211

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

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

SHP Wealth Management increased its Uber (UBER) stake by 3.8% in Q1 2026, buying an estimated $9.85K and bringing the position to 3,469 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #225.

SHP Wealth Management first reported a position in UBER in Q4 2025 and has held it in 2 quarters since. The position peaked at $273K in Q4 2025. 2,437 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • SHP Wealth Management held 3,469 shares of Uber worth $250K as of Q1 2026.
  • SHP Wealth Management bought 128 Uber shares in Q1 2026, an estimated $9.85K.
  • Uber made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #225 holding.
  • SHP Wealth Management first reported a position in Uber in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Uber position peaked at $273K in Q4 2025.
  • 2,437 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.