XF
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XML Financial’s Uber UBER Stock Holding History

XML Financial’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
-2,589
Closed -$212K – 463
2025
Q4 		$212K Sell
2,589
-471
-15% -$42.4K 0.02% 407
2025
Q3 		$300K Buy
3,060
+65
+2% +$6.08K 0.02% 310
2025
Q2 		$279K Buy
2,995
+50
+2% +$4.12K 0.02% 313
2025
Q1 		$215K Buy
+2,945
New +$212K 0.02% 329

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

XML Financial's UBER Position: Q1 2026 in Review

XML Financial sold out of Uber (UBER) in Q1 2026, closing a stake of 2,589 shares — an estimated $212K sold.

XML Financial first reported a position in UBER in Q1 2025 and held it in 4 quarters. The position peaked at $300K in Q3 2025. 2,450 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • XML Financial reported no remaining Uber position as of Q1 2026 after selling out during the quarter.
  • XML Financial sold 2,589 Uber shares in Q1 2026, an estimated $212K.
  • XML Financial first reported a position in Uber in Q1 2025 and held it in 4 quarters.
  • XML Financial's Uber position peaked at $300K in Q3 2025.
  • 2,450 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on XML Financial's 13F filing for Q1 2026, filed 16 Apr 2026.