Wealthspire Advisors (New York)’s Uber UBER Stock Holding History

Wealthspire Advisors (New York)’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	$1.12M	Sell	15,527 -1,865	-11%	-$144K	0.01%	387
2025 Q4	$1.42M	Buy	17,392 +7,102	+69%	+$640K	0.01%	358
2025 Q3	$1.01M	Sell	10,290 -2,083	-17%	-$195K	0.01%	393
2025 Q2	$1.15M	Sell	12,373 -17,573	-59%	-$1.45M	0.01%	359
2025 Q1	$2.18M	Buy	29,946 +3,915	+15%	+$282K	0.01%	263
2024 Q4	$1.57M	Buy	26,031 +905	+4%	+$64.6K	0.02%	284
2024 Q3	$1.89M	Buy	25,126 +233	+0.9%	+$16.4K	0.02%	266
2024 Q2	$1.81M	Buy	24,893 +151	+0.6%	+$10.5K	0.02%	218
2024 Q1	$1.9M	Buy	24,742 +4	+0%	+$287	0.03%	206
2023 Q4	$1.52M	Buy	24,738 +290	+1%	+$15.2K	0.02%	243
2023 Q3	$1.12M	Buy	24,448 +577	+2%	+$26.4K	0.02%	261
2023 Q2	$1.03M	Buy	23,871 +1,796	+8%	+$66.8K	0.02%	247
2023 Q1	$700K	Buy	+22,075	New	+$700K	0.01%	308
2020 Q2	–	Sell	-8,248	Closed	-$230K	–	511
2020 Q1	$230K	Buy	+8,248	New	+$271K	0.01%	450

Other funds holding UBER

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthspire Advisors (New York)'s UBER Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Uber (UBER) stake by 11% in Q1 2026, selling an estimated $144K and leaving 15,527 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #387.

Wealthspire Advisors (New York) first reported a position in UBER in Q1 2020 and has held it in 14 quarters since. The position peaked at $2.18M in Q1 2025. 2,430 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

Wealthspire Advisors (New York) held 15,527 shares of Uber worth $1.12M as of Q1 2026.
Wealthspire Advisors (New York) sold 1,865 Uber shares in Q1 2026, an estimated $144K.
Uber made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #387 holding.
Wealthspire Advisors (New York) first reported a position in Uber in Q1 2020 and has held it in 14 quarters since.
Wealthspire Advisors (New York)'s Uber position peaked at $2.18M in Q1 2025.
2,430 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.