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Westwood Wealth Management’s Uber UBER Stock Holding History

Westwood 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 		$1.75M Buy
+24,350
New +$1.87M 0.69% 20
2025
Q4 		– Sell
-27,300
Closed -$2.67M – 128
2025
Q3 		$2.67M Sell
27,300
-14,275
-34% -$1.34M 0.98% 17
2025
Q2 		$3.88M Sell
41,575
-1,350
-3% -$111K 1.3% 15
2025
Q1 		$3.13M Buy
42,925
+1,350
+3% +$97.3K 1.35% 15
2024
Q4 		$2.51M Buy
41,575
+300
+0.7% +$21.4K 0.91% 16
2024
Q3 		$3.1M Sell
41,275
-8,475
-17% -$597K 1.22% 14
2024
Q2 		$3.62M Hold
49,750
– – 1.35% 17
2024
Q1 		$3.83M Buy
49,750
+3,050
+7% +$219K 1.87% 13
2023
Q4 		$2.88M Sell
46,700
-3,025
-6% -$158K 2.22% 9
2023
Q3 		$2.29M Buy
49,725
+1,250
+3% +$57.1K 1.51% 14
2023
Q2 		$2.09M Buy
48,475
+1,600
+3% +$59.5K 1.47% 13
2023
Q1 		$1.49M Sell
46,875
-95
-0.2% -$3.01K 1.32% 14
2022
Q4 		$1.16M Sell
46,970
-800
-2% -$21.9K 1.4% 15
2022
Q3 		$1.27M Buy
47,770
+18,450
+63% +$510K 1.14% 13
2022
Q2 		$600K Sell
29,320
-18,280
-38% -$485K 0.69% 22
2022
Q1 		$1.7K Sell
47,600
-19,620
-29% -$705K 0.66% 20
2021
Q4 		$64K Buy
+67,220
New +$2.9M 0.03% 44

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

Westwood Wealth Management's UBER Position: Q1 2026 in Review

Westwood Wealth Management opened a new position in Uber (UBER) in Q1 2026: 24,350 shares worth $1.75M. The stake represents 0.69% of the portfolio and ranks #20 among its holdings. This is a return to the name: Westwood Wealth Management previously reported a position in UBER as recently as Q3 2025.

Westwood Wealth Management first reported a position in UBER in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.88M in Q2 2025. 2,431 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Westwood Wealth Management held 24,350 shares of Uber worth $1.75M as of Q1 2026.
  • Uber was a new Westwood Wealth Management position in Q1 2026.
  • Uber made up 0.69% of Westwood Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Westwood Wealth Management first reported a position in Uber in Q4 2021 and has held it in 17 quarters since.
  • Westwood Wealth Management's Uber position peaked at $3.88M in Q2 2025.
  • 2,431 funds tracked by Wall St. Rank held Uber as of Q1 2026.

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