Tanglewood Legacy Advisors’s Uber UBER Stock Holding History

Tanglewood Legacy 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	$21.6K	Hold	300	–	–	0.01%	199
2025 Q4	$24.5K	Hold	300	–	–	0.01%	199
2025 Q3	$29.4K	Hold	300	–	–	0.01%	203
2025 Q2	$28K	Hold	300	–	–	0.01%	204
2025 Q1	$21.9K	Sell	300 -21	-7%	-$1.51K	0.01%	216
2024 Q4	$19.4K	Hold	321	–	–	0.01%	227
2024 Q3	$24.1K	Hold	321	–	–	0.01%	201
2024 Q2	$23.3K	Hold	321	–	–	0.01%	206
2024 Q1	$24.7K	Buy	321 +21	+7%	+$1.51K	0.01%	207
2023 Q4	$18.5K	Hold	300	–	–	0.01%	218
2023 Q3	$13.8K	Hold	300	–	–	0.01%	236
2023 Q2	$13K	Sell	300 -196	-40%	-$7.29K	0.01%	235
2023 Q1	$15.7K	Buy	496 +300	+153%	+$9.52K	0.01%	218
2022 Q4	$4.85K	Buy	+196	New	+$5.36K	﹤0.01%	229

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

Tanglewood Legacy Advisors's UBER Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its Uber (UBER) position steady in Q1 2026 at 300 shares worth $21.6K. The position accounts for 0.01% of the portfolio, ranked #199.

Tanglewood Legacy Advisors first reported a position in UBER in Q4 2022 and has held it in 14 quarters since. The position peaked at $29.4K in Q3 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

Tanglewood Legacy Advisors held 300 shares of Uber worth $21.6K as of Q1 2026.
Tanglewood Legacy Advisors left its Uber share count unchanged in Q1 2026.
Uber made up 0.01% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #199 holding.
Tanglewood Legacy Advisors first reported a position in Uber in Q4 2022 and has held it in 14 quarters since.
Tanglewood Legacy Advisors's Uber position peaked at $29.4K in Q3 2025.
2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.