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Whalen Wealth Management’s Uber UBER Stock Holding History

Whalen 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 		– Sell
-5,340
Closed -$436K – 228
2025
Q4 		$436K Buy
5,340
+2,730
+105% +$246K 0.23% 127
2025
Q3 		$256K Buy
+2,610
New +$244K 0.15% 153
2025
Q2 		– Sell
-6,374
Closed -$464K – 224
2025
Q1 		$464K Sell
6,374
-6,051
-49% -$436K 0.31% 64
2024
Q4 		$749K Sell
12,425
-11,880
-49% -$848K 0.52% 37
2024
Q3 		$1.83M Buy
24,305
+15,795
+186% +$1.11M 1.29% 19
2024
Q2 		$619K Buy
8,510
+114
+1% +$7.92K 0.49% 46
2024
Q1 		$646K Buy
+8,396
New +$603K 0.48% 40

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

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

Whalen Wealth Management sold out of Uber (UBER) in Q1 2026, closing a stake of 5,340 shares — an estimated $436K sold.

Whalen Wealth Management first reported a position in UBER in Q1 2024 and held it in 7 quarters. The position peaked at $1.83M in Q3 2024. 2,429 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Whalen Wealth Management reported no remaining Uber position as of Q1 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 5,340 Uber shares in Q1 2026, an estimated $436K.
  • Whalen Wealth Management first reported a position in Uber in Q1 2024 and held it in 7 quarters.
  • Whalen Wealth Management's Uber position peaked at $1.83M in Q3 2024.
  • 2,429 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.