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SMART Wealth’s Uber UBER Stock Holding History

SMART Wealth’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 		– Sell
-3,710
Closed -$303K – 229
2025
Q4 		$303K Buy
+3,710
New +$334K 0.09% 146
2025
Q1 		– Sell
-7,396
Closed -$446K – 169
2024
Q4 		$446K Buy
7,396
+4,252
+135% +$304K 0.16% 110
2024
Q3 		$236K Buy
+3,144
New +$221K 0.09% 125

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

SMART Wealth's UBER Position: Q1 2026 in Review

SMART Wealth sold out of Uber (UBER) in Q1 2026, closing a stake of 3,710 shares — an estimated $303K sold.

SMART Wealth first reported a position in UBER in Q3 2024 and held it in 3 quarters. The position peaked at $446K in Q4 2024. 2,430 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • SMART Wealth reported no remaining Uber position as of Q1 2026 after selling out during the quarter.
  • SMART Wealth sold 3,710 Uber shares in Q1 2026, an estimated $303K.
  • SMART Wealth first reported a position in Uber in Q3 2024 and held it in 3 quarters.
  • SMART Wealth's Uber position peaked at $446K in Q4 2024.
  • 2,430 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.