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Tred Avon Family Wealth’s Uber UBER Stock Holding History

Tred Avon Family Wealth’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 		$608K Sell
8,454
-74
-0.9% -$5.7K 0.2% 151
2025
Q4 		$697K Buy
8,528
+848
+11% +$76.4K 0.23% 128
2025
Q3 		$752K Buy
+7,680
New +$718K 0.26% 111

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

Tred Avon Family Wealth's UBER Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its Uber (UBER) stake by 0.87% in Q1 2026, selling an estimated $5.7K and leaving 8,454 shares worth $608K. The position accounts for 0.2% of the portfolio, ranked #151.

Tred Avon Family Wealth first reported a position in UBER in Q3 2025 and has held it in 3 quarters since. The position peaked at $752K in Q3 2025. 2,430 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Tred Avon Family Wealth held 8,454 shares of Uber worth $608K as of Q1 2026.
  • Tred Avon Family Wealth sold 74 Uber shares in Q1 2026, an estimated $5.7K.
  • Uber made up 0.2% of Tred Avon Family Wealth's portfolio in Q1 2026, its #151 holding.
  • Tred Avon Family Wealth first reported a position in Uber in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Uber position peaked at $752K in Q3 2025.
  • 2,430 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.