Uber Technologies, Inc.
PL ˙ WSE ˙ US90353T1007
274,15 PLN 0,00 (0,00%)
2026-06-03
AKTIENPREIS
SecurityPL:UBER / Uber Technologies, Inc.
InstitutionXcel Wealth Management, LLC
Latest Disclosed Ownership46,409 shares
Latest Disclosed Value $ 3,338,199
Xcel Wealth Management, LLC reports 12.59% decrease in ownership of UBER / Uber Technologies, Inc.

On April 21, 2026 - Xcel Wealth Management, LLC filed a 13F-HR form disclosing ownership of 46,409 shares of Uber Technologies, Inc. (PL:UBER) valued at $12,414,408 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 53,096 shares of Uber Technologies, Inc.. This represents a change in shares of -12.59% during the quarter. The current value of the position is $12,723,027 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-21 2026-03-31 13F UBER TECHNOLOGIES COM 90353T100 46,409 -6,687 -12.59 3,338 -23.05 0.9233
2026-01-26 2025-12-31 13F UBER TECHNOLOGIES COM 90353T100 53,096 -150 -0.28 4,338 -16.83 1.1035
2025-10-29 2025-09-30 13F UBER TECHNOLOGIES COM 90353T100 53,246 -1,135 -2.09 5,217 2.82 1.3559
2025-07-15 2025-06-30 13F UBER TECHNOLOGIES COM 90353T100 54,381 -1,019 -1.84 5,074 25.69 1.4441
2025-04-28 2025-03-31 13F UBER TECHNOLOGIES COM 90353T100 55,400 -825 -1.47 4,036 19.02 1.2578
2025-02-05 2024-12-31 13F UBER TECHNOLOGIES COM 90353T100 56,225 -11,120 -16.51 3,391 -33.00 0.9399
2024-10-21 2024-09-30 13F UBER TECHNOLOGIES COM 90353T100 67,345 -3,200 -4.54 5,062 -1.29 1.4806
2024-07-23 2024-06-30 13F UBER TECHNOLOGIES COM 90353T100 70,545 -7,575 -9.70 5,127 -14.75 1.6054
2024-04-22 2024-03-31 13F UBER TECHNOLOGIES COM 90353T100 78,120 -65,794 -45.72 6,014 -32.12 1.8803
2024-01-29 2023-12-31 13F UBER TECHNOLOGIES COM 90353T100 143,914 -19,314 -11.83 8,861 18.04 3.1072
2023-10-17 2023-09-30 13F UBER TECHNOLOGIES COM 90353T100 163,228 -17,483 -9.67 7,507 -3.78 2.9620
2023-07-26 2023-06-30 13F UBER TECHNOLOGIES COM 90353T100 180,711 1,976 1.11 7,801 37.71 2.4649
2023-04-26 2023-03-31 13F UBER TECHNOLOGIES COM 90353T100 178,735 22,955 14.74 5,666 47.07 1.9937
2023-02-15 2022-12-31 13F/A-1 UBER TECHNOLOGIES COM 90353T100 155,780 -26,600 -14.58 3,852 -20.30 1.5171
2023-01-19 2022-12-31 13F UBER TECHNOLOGIES COM 90353T100 155,780 -26,600 4 1.5170
2022-10-20 2022-09-30 13F UBER TECHNOLOGIES COM 90353T100 182,380 -20,024 -9.89 4,833 16.71 1.7996
2022-07-26 2022-06-30 13F UBER TECHNOLOGIES COM 90353T100 202,404 7,057 3.61 4,141 -40.59 1.5094
2022-04-29 2022-03-31 13F UBER TECHNOLOGIES COM 90353T100 195,347 35,125 21.92 6,970 3.75 1.9113
2022-02-03 2021-12-31 13F UBER TECHNOLOGIES COM 90353T100 160,222 20,202 14.43 6,718 7.09 1.7270
2021-10-21 2021-09-30 13F UBER TECHNOLOGIES COM 90353T100 140,020 48,462 52.93 6,273 36.70 1.8187
2021-07-15 2021-06-30 13F UBER TECHNOLOGIES COM 90353T100 91,558 11,076 13.76 4,589 4.60 1.3852
2021-04-15 2021-03-31 13F UBER TECHNOLOGIES COM 90353T100 80,482 1,410 1.78 4,387 8.80 1.5646
2021-01-13 2020-12-31 13F UBER TECHNOLOGIES COM 90353T100 79,072 1,691 2.19 4,032 42.88 1.7401
2020-10-27 2020-09-30 13F UBER TECHNOLOGIES COM 90353T100 77,381 2,300 3.06 2,822 20.96 1.4510
2020-07-10 2020-06-30 13F UBER TECHNOLOGIES COM 90353T100 75,081 51,646 220.38 2,333 256.73 1.4472
2020-04-07 2020-03-31 13F UBER TECHNOLOGIES COM 90353T100 23,435 23,435 654 0.5898
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.