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Smith Salley Wealth Management’s Uber UBER Stock Holding History

Smith Salley 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 		– Sell
-2,645
Closed -$216K – 275
2025
Q4 		$216K Buy
2,645
+3
+0.1% +$270 0.01% 254
2025
Q3 		$259K Buy
2,642
+178
+7% +$16.6K 0.01% 238
2025
Q2 		$230K Buy
+2,464
New +$203K 0.01% 242

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

Smith Salley Wealth Management's UBER Position: Q1 2026 in Review

Smith Salley Wealth Management sold out of Uber (UBER) in Q1 2026, closing a stake of 2,645 shares — an estimated $216K sold.

Smith Salley Wealth Management first reported a position in UBER in Q2 2025 and held it in 3 quarters. The position peaked at $259K in Q3 2025. 2,429 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Smith Salley Wealth Management reported no remaining Uber position as of Q1 2026 after selling out during the quarter.
  • Smith Salley Wealth Management sold 2,645 Uber shares in Q1 2026, an estimated $216K.
  • Smith Salley Wealth Management first reported a position in Uber in Q2 2025 and held it in 3 quarters.
  • Smith Salley Wealth Management's Uber position peaked at $259K in Q3 2025.
  • 2,429 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.