Strata Wealth Advisors’s Uber UBER Stock Holding History

Strata Wealth Advisors’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	$306K	Buy	4,249 +39	+0.9%	+$3K	0.08%	73
2025 Q4	$344K	Sell	4,210 -311	-7%	-$28K	0.1%	63
2025 Q3	$443K	Buy	4,521 +34	+0.8%	+$3.18K	0.12%	60
2025 Q2	$419K	Buy	4,487 +15	+0.3%	+$1.24K	0.12%	54
2025 Q1	$326K	Sell	4,472 -5,317	-54%	-$383K	0.1%	60
2024 Q4	$590K	Sell	9,789 -191	-2%	-$13.6K	0.19%	45
2024 Q3	$750K	Buy	9,980 +106	+1%	+$7.46K	0.24%	40
2024 Q2	$718K	Sell	9,874 -275	-3%	-$19.1K	0.25%	37
2024 Q1	$781K	Buy	10,149 +119	+1%	+$8.54K	0.27%	37
2023 Q4	$618K	Sell	10,030 -103	-1%	-$5.39K	0.24%	41
2023 Q3	$466K	Buy	+10,133	New	+$463K	0.22%	34
2023 Q1	$353K	Sell	11,145 -2,474	-18%	-$78.5K	0.18%	41
2022 Q4	$337K	Buy	+13,619	New	+$373K	0.19%	40

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

Strata Wealth Advisors's UBER Position: Q1 2026 in Review

Strata Wealth Advisors increased its Uber (UBER) stake by 0.93% in Q1 2026, buying an estimated $3K and bringing the position to 4,249 shares worth $306K. The position accounts for 0.08% of the portfolio, ranked #73.

Strata Wealth Advisors first reported a position in UBER in Q4 2022 and has held it in 13 quarters since. The position peaked at $781K in Q1 2024. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

Strata Wealth Advisors held 4,249 shares of Uber worth $306K as of Q1 2026.
Strata Wealth Advisors bought 39 Uber shares in Q1 2026, an estimated $3K.
Uber made up 0.08% of Strata Wealth Advisors's portfolio in Q1 2026, its #73 holding.
Strata Wealth Advisors first reported a position in Uber in Q4 2022 and has held it in 13 quarters since.
Strata Wealth Advisors's Uber position peaked at $781K in Q1 2024.
2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.