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Strategies Wealth Advisors’s Uber UBER Stock Holding History

Strategies 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 		$276K Buy
3,835
+230
+6% +$17.7K 0.03% 148
2025
Q4 		$295K Buy
+3,605
New +$325K 0.03% 145

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

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

Strategies Wealth Advisors increased its Uber (UBER) stake by 6.4% in Q1 2026, buying an estimated $17.7K and bringing the position to 3,835 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #148.

Strategies Wealth Advisors first reported a position in UBER in Q4 2025 and has held it in 2 quarters since. The position peaked at $295K in Q4 2025. 2,430 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Strategies Wealth Advisors held 3,835 shares of Uber worth $276K as of Q1 2026.
  • Strategies Wealth Advisors bought 230 Uber shares in Q1 2026, an estimated $17.7K.
  • Uber made up 0.03% of Strategies Wealth Advisors's portfolio in Q1 2026, its #148 holding.
  • Strategies Wealth Advisors first reported a position in Uber in Q4 2025 and has held it in 2 quarters since.
  • Strategies Wealth Advisors's Uber position peaked at $295K in Q4 2025.
  • 2,430 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.