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Strategic Family Wealth Counselors’s Uber UBER Stock Holding History

Strategic Family Wealth Counselors’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
2020
Q2 		– Sell
-60,000
Closed -$1.68M – 85
2020
Q1 		$1.68M Buy
+60,000
New +$1.97M 1.25% 21

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 $717B AUM 35.42% 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 $1.88T AUM 44.46% 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

Strategic Family Wealth Counselors's UBER Position: Q1 2026 in Review

Strategic Family Wealth Counselors reduced its Uber (UBER) stake by 2.7% in Q1 2026, selling an estimated $263K and leaving 124,582 shares worth $8.96M. The position accounts for 2.35% of the portfolio, ranked #13.

Strategic Family Wealth Counselors first reported a position in UBER in Q1 2020 and has held it in 25 quarters since. The position peaked at $15.7M in Q4 2020. 2,437 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Strategic Family Wealth Counselors held 124,582 shares of Uber worth $8.96M as of Q1 2026.
  • Strategic Family Wealth Counselors sold 3,416 Uber shares in Q1 2026, an estimated $263K.
  • Uber made up 2.35% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #13 holding.
  • Strategic Family Wealth Counselors first reported a position in Uber in Q1 2020 and has held it in 25 quarters since.
  • Strategic Family Wealth Counselors's Uber position peaked at $15.7M in Q4 2020.
  • 2,437 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.