West Financial Advisors’s Uber UBER Stock Holding History

West Financial 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	–	Sell	-90	Closed	-$7.35K	–	237
2025 Q4	$7.35K	Buy	+90	New	+$8.1K	﹤0.01%	154

Other funds holding UBER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

West Financial Advisors's UBER Position: Q1 2026 in Review

West Financial Advisors sold out of Uber (UBER) in Q1 2026, closing a stake of 90 shares — an estimated $7.35K sold.

West Financial Advisors first reported a position in UBER in Q4 2025 and held it in 1 quarter. The position peaked at $7.35K in Q4 2025. 2,444 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

West Financial Advisors reported no remaining Uber position as of Q1 2026 after selling out during the quarter.
West Financial Advisors sold 90 Uber shares in Q1 2026, an estimated $7.35K.
West Financial Advisors first reported a position in Uber in Q4 2025 and held it in 1 quarter.
West Financial Advisors's Uber position peaked at $7.35K in Q4 2025.
2,444 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.