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Westbourne Investment Advisors’s Uber UBER Stock Holding History

Westbourne Investment 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 		$13.9M Buy
192,551
+1,566
+0.8% +$121K 4.04% 6
2025
Q4 		$15.6M Buy
190,985
+204
+0.1% +$18.4K 4.31% 5
2025
Q3 		$18.7M Sell
190,781
-896
-0.5% -$83.8K 5.21% 5
2025
Q2 		$17.9M Sell
191,677
-1,410
-0.7% -$116K 5.43% 4
2025
Q1 		$14.1M Buy
193,087
+2,009
+1% +$145K 5% 5
2024
Q4 		$11.5M Buy
191,078
+3,895
+2% +$278K 3.94% 5
2024
Q3 		$14.1M Sell
187,183
-169
-0.1% -$11.9K 4.92% 5
2024
Q2 		$13.6M Sell
187,352
-1,437
-0.8% -$99.9K 4.93% 5
2024
Q1 		$14.5M Sell
188,789
-16,934
-8% -$1.22M 5.35% 4
2023
Q4 		$12.7M Sell
205,723
-2,613
-1% -$137K 5.07% 4
2023
Q3 		$9.58M Sell
208,336
-8,648
-4% -$395K 4.4% 4
2023
Q2 		$9.37M Sell
216,984
-3,361
-2% -$125K 4.19% 5
2023
Q1 		$6.99M Sell
220,345
-10,676
-5% -$339K 3.38% 6
2022
Q4 		$5.71M Sell
231,021
-200
-0.1% -$5.47K 2.89% 9
2022
Q3 		$6.13M Buy
231,221
+614
+0.3% +$17K 3.25% 6
2022
Q2 		$4.72M Buy
230,607
+63,335
+38% +$1.68M 2.93% 11
2022
Q1 		$5.97M Buy
167,272
+25,672
+18% +$923K 2.47% 16
2021
Q4 		$5.94M Buy
141,600
+7,650
+6% +$330K 2.33% 15
2021
Q3 		$6M Buy
133,950
+9,794
+8% +$428K 2.73% 10
2021
Q2 		$6.22M Buy
124,156
+8,119
+7% +$424K 2.82% 10
2021
Q1 		$6.33M Buy
116,037
+9,653
+9% +$539K 3.15% 8
2020
Q4 		$5.43M Buy
+106,384
New +$4.77M 3.17% 9
2020
Q1 		– Sell
-24,960
Closed -$742K – 92
2019
Q4 		$742K Buy
24,960
+17,285
+225% +$513K 0.51% 51
2019
Q3 		$234K Buy
+7,675
New +$289K 0.17% 88

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

Westbourne Investment Advisors's UBER Position: Q1 2026 in Review

Westbourne Investment Advisors increased its Uber (UBER) stake by 0.82% in Q1 2026, buying an estimated $121K and bringing the position to 192,551 shares worth $13.9M. The position accounts for 4.04% of the portfolio, ranked #6.

Westbourne Investment Advisors first reported a position in UBER in Q3 2019 and has held it in 24 quarters since. The position peaked at $18.7M in Q3 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Westbourne Investment Advisors held 192,551 shares of Uber worth $13.9M as of Q1 2026.
  • Westbourne Investment Advisors bought 1,566 Uber shares in Q1 2026, an estimated $121K.
  • Uber made up 4.04% of Westbourne Investment Advisors's portfolio in Q1 2026, its #6 holding.
  • Westbourne Investment Advisors first reported a position in Uber in Q3 2019 and has held it in 24 quarters since.
  • Westbourne Investment Advisors's Uber position peaked at $18.7M in Q3 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Westbourne Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.