Strategic Wealth Partners’s Uber UBER Stock Holding History

Strategic Wealth Partners’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	$4.82M	Buy	67,070 +5,736	+9%	+$441K	0.33%	74
2025 Q4	$5.01M	Buy	61,334 +4,094	+7%	+$369K	0.34%	78
2025 Q3	$5.61M	Sell	57,240 -12,427	-18%	-$1.16M	0.42%	70
2025 Q2	$6.5M	Buy	+69,667	New	+$5.74M	0.51%	66
2024 Q4	$4.19M	Buy	52,196 +9,489	+22%	+$678K	0.35%	83
2024 Q3	$3.21M	Buy	42,707 +7,552	+21%	+$532K	0.31%	86
2024 Q2	$2.56M	Buy	35,155 +8,217	+31%	+$571K	0.27%	87
2024 Q1	$2.07M	Sell	26,938 -3,918	-13%	-$281K	0.23%	92
2023 Q4	$1.9M	Sell	30,856 -8,942	-22%	-$468K	0.23%	93
2023 Q3	$1.83M	Buy	39,798 +1,496	+4%	+$68.3K	0.24%	106
2023 Q2	$1.65M	Buy	38,302 +8,558	+29%	+$318K	0.21%	121
2023 Q1	$943K	Buy	29,744 +1,530	+5%	+$48.5K	0.14%	134
2022 Q4	$698K	Buy	+28,214	New	+$772K	0.13%	147
2021 Q2	–	Sell	-6,703	Closed	-$365K	–	259
2021 Q1	$365K	Buy	+6,703	New	+$374K	0.15%	150

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

Strategic Wealth Partners's UBER Position: Q1 2026 in Review

Strategic Wealth Partners increased its Uber (UBER) stake by 9.4% in Q1 2026, buying an estimated $441K and bringing the position to 67,070 shares worth $4.82M. The position accounts for 0.33% of the portfolio, ranked #74.

Strategic Wealth Partners first reported a position in UBER in Q1 2021 and has held it in 14 quarters since. The position peaked at $6.5M in Q2 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

Strategic Wealth Partners held 67,070 shares of Uber worth $4.82M as of Q1 2026.
Strategic Wealth Partners bought 5,736 Uber shares in Q1 2026, an estimated $441K.
Uber made up 0.33% of Strategic Wealth Partners's portfolio in Q1 2026, its #74 holding.
Strategic Wealth Partners first reported a position in Uber in Q1 2021 and has held it in 14 quarters since.
Strategic Wealth Partners's Uber position peaked at $6.5M in Q2 2025.
2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.