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WCG Wealth Advisors’s Uber UBER Stock Holding History

WCG Wealth 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 		$10.4M Buy
144,645
+44,014
+44% +$3.39M 0.29% 90
2025
Q4 		$8.22M Buy
100,631
+79,885
+385% +$7.19M 0.23% 103
2025
Q3 		$2.03M Sell
20,746
-255
-1% -$23.8K 0.13% 153
2025
Q2 		$1.96M Buy
21,001
+561
+3% +$46.2K 0.13% 163
2025
Q1 		$1.49M Buy
20,440
+680
+3% +$49K 0.11% 165
2024
Q4 		$1.19M Sell
19,760
-1,856
-9% -$133K 0.08% 194
2024
Q3 		$1.63M Buy
21,616
+9,771
+82% +$688K 0.11% 173
2024
Q2 		$861K Buy
+11,845
New +$823K 0.06% 209
2023
Q4 		– Sell
-13,922
Closed -$640K – 319
2023
Q3 		$640K Buy
+13,922
New +$636K 0.05% 225
2023
Q1 		– Sell
-33,644
Closed -$832K – 168
2022
Q4 		$832K Buy
33,644
+3,692
+12% +$101K 0.11% 117
2022
Q3 		$894K Sell
29,952
-3,300
-10% -$91.2K 0.12% 136
2022
Q2 		$680K Buy
+33,252
New +$883K 0.09% 148

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

WCG Wealth Advisors's UBER Position: Q1 2026 in Review

WCG Wealth Advisors increased its Uber (UBER) stake by 44% in Q1 2026, buying an estimated $3.39M and bringing the position to 144,645 shares worth $10.4M. The position accounts for 0.29% of the portfolio, ranked #90.

WCG Wealth Advisors first reported a position in UBER in Q2 2022 and has held it in 12 quarters since. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • WCG Wealth Advisors held 144,645 shares of Uber worth $10.4M as of Q1 2026.
  • WCG Wealth Advisors bought 44,014 Uber shares in Q1 2026, an estimated $3.39M.
  • Uber made up 0.29% of WCG Wealth Advisors's portfolio in Q1 2026, its #90 holding.
  • WCG Wealth Advisors first reported a position in Uber in Q2 2022 and has held it in 12 quarters since.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.