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Walter & Keenan Wealth Management’s Uber UBER Stock Holding History

Walter & Keenan 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 		– Sell
-2,504
Closed -$205K – 161
2025
Q4 		$205K Sell
2,504
-127
-5% -$11.4K 0.05% 155
2025
Q3 		$258K Buy
2,631
+56
+2% +$5.24K 0.07% 142
2025
Q2 		$240K Buy
+2,575
New +$212K 0.07% 141

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

Walter & Keenan Wealth Management's UBER Position: Q1 2026 in Review

Walter & Keenan Wealth Management sold out of Uber (UBER) in Q1 2026, closing a stake of 2,504 shares — an estimated $205K sold.

Walter & Keenan Wealth Management first reported a position in UBER in Q2 2025 and held it in 3 quarters. The position peaked at $258K in Q3 2025. 2,443 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Walter & Keenan Wealth Management reported no remaining Uber position as of Q1 2026 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 2,504 Uber shares in Q1 2026, an estimated $205K.
  • Walter & Keenan Wealth Management first reported a position in Uber in Q2 2025 and held it in 3 quarters.
  • Walter & Keenan Wealth Management's Uber position peaked at $258K in Q3 2025.
  • 2,443 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.