TWM
UBER icon

Tradition Wealth Management’s Uber UBER Stock Holding History

Tradition 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 		$1.36M Sell
18,954
-1,839
-9% -$142K 0.1% 175
2025
Q4 		$1.7M Buy
20,793
+1,337
+7% +$120K 0.12% 149
2025
Q3 		$1.91M Buy
19,456
+1,305
+7% +$122K 0.14% 140
2025
Q2 		$1.69M Buy
18,151
+587
+3% +$48.3K 0.14% 142
2025
Q1 		$1.28M Sell
17,564
-612
-3% -$44.1K 0.11% 152
2024
Q4 		$1.1M Buy
18,176
+4,530
+33% +$323K 0.1% 159
2024
Q3 		$1.03M Buy
13,646
+125
+0.9% +$8.8K 0.09% 168
2024
Q2 		$983K Sell
13,521
-46
-0.3% -$3.2K 0.1% 164
2024
Q1 		$1.04M Buy
13,567
+300
+2% +$21.5K 0.11% 144
2023
Q4 		$817K Buy
13,267
+466
+4% +$24.4K 0.09% 139
2023
Q3 		$589K Buy
12,801
+7,605
+146% +$347K 0.07% 155
2023
Q2 		$224K Buy
5,196
+1,574
+43% +$58.5K 0.03% 291
2023
Q1 		$115K Buy
3,622
+3,230
+824% +$102K 0.01% 406
2022
Q4 		$10K Sell
392
-450
-53% -$12.3K ﹤0.01% 921
2022
Q3 		$22K Buy
842
+15
+2% +$414 ﹤0.01% 731
2022
Q2 		$17K Hold
827
– – ﹤0.01% 683
2022
Q1 		$30K Hold
827
– – ﹤0.01% 633
2021
Q4 		$35K Hold
827
– – ﹤0.01% 617
2021
Q3 		$37K Buy
827
+223
+37% +$9.74K 0.01% 593
2021
Q2 		$30K Buy
604
+402
+199% +$21K ﹤0.01% 662
2021
Q1 		$11K Hold
202
– – ﹤0.01% 784
2020
Q4 		$10K Buy
+202
New +$9.05K ﹤0.01% 750

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

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

Tradition Wealth Management reduced its Uber (UBER) stake by 8.8% in Q1 2026, selling an estimated $142K and leaving 18,954 shares worth $1.36M. The position accounts for 0.1% of the portfolio, ranked #175.

Tradition Wealth Management first reported a position in UBER in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.91M in Q3 2025. 2,430 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Tradition Wealth Management held 18,954 shares of Uber worth $1.36M as of Q1 2026.
  • Tradition Wealth Management sold 1,839 Uber shares in Q1 2026, an estimated $142K.
  • Uber made up 0.1% of Tradition Wealth Management's portfolio in Q1 2026, its #175 holding.
  • Tradition Wealth Management first reported a position in Uber in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Uber position peaked at $1.91M in Q3 2025.
  • 2,430 funds tracked by Wall St. Rank held Uber as of Q1 2026.

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