TWM
UBER icon

TCFG Wealth Management’s Uber UBER Stock Holding History

TCFG Wealth Management’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 		$536K Buy
7,451
+825
+12% +$63.5K 0.2% 120
2025
Q4 		$541K Sell
6,626
-200
-3% -$18K 0.21% 123
2025
Q3 		$669K Buy
6,826
+496
+8% +$46.4K 0.26% 95
2025
Q2 		$591K Buy
6,330
+200
+3% +$16.5K 0.27% 102
2025
Q1 		$447K Buy
6,130
+1,050
+21% +$75.6K 0.22% 113
2024
Q4 		$306K Sell
5,080
-625
-11% -$44.6K 0.15% 161
2024
Q3 		$429K Buy
+5,705
New +$402K 0.22% 111

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $1.89T AUM 35.08% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCFG Wealth Management's UBER Position: Q1 2026 in Review

TCFG Wealth Management increased its Uber (UBER) stake by 12% in Q1 2026, buying an estimated $63.5K and bringing the position to 7,451 shares worth $536K. The position accounts for 0.2% of the portfolio, ranked #120.

TCFG Wealth Management first reported a position in UBER in Q3 2024 and has held it in 7 quarters since. The position peaked at $669K in Q3 2025. 2,444 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • TCFG Wealth Management held 7,451 shares of Uber worth $536K as of Q1 2026.
  • TCFG Wealth Management bought 825 Uber shares in Q1 2026, an estimated $63.5K.
  • Uber made up 0.2% of TCFG Wealth Management's portfolio in Q1 2026, its #120 holding.
  • TCFG Wealth Management first reported a position in Uber in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's Uber position peaked at $669K in Q3 2025.
  • 2,444 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.