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Accredited Wealth Management’s Uber UBER Stock Holding History

Accredited 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
2025
Q3 		$9.8K Buy
726
+476
+190% +$44.5K 0.01% 264
2025
Q2 		$23.3K Hold
250
– – 0.02% 189
2025
Q1 		$18.2K Sell
250
-100
-29% -$7.2K 0.02% 190
2024
Q4 		$21.1K Buy
+350
New +$25K 0.02% 195

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Accredited Wealth Management's UBER Position: Q3 2025 in Review

Accredited Wealth Management increased its Uber (UBER) stake by 190% in Q3 2025, buying an estimated $44.5K and bringing the position to 726 shares worth $9.8K. The position accounts for 0.01% of the portfolio, ranked #264.

Accredited Wealth Management first reported a position in UBER in Q4 2024 and has held it in 4 quarters since. The position peaked at $23.3K in Q2 2025. 2,484 funds tracked by Wall St. Rank hold UBER as of Q3 2025.

  • Accredited Wealth Management held 726 shares of Uber worth $9.8K as of Q3 2025.
  • Accredited Wealth Management bought 476 Uber shares in Q3 2025, an estimated $44.5K.
  • Uber made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #264 holding.
  • Accredited Wealth Management first reported a position in Uber in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Uber position peaked at $23.3K in Q2 2025.
  • 2,484 funds tracked by Wall St. Rank held Uber as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.