AFAS
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Acorn Financial Advisory Services’s Uber UBER Stock Holding History

Acorn Financial Advisory Services’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 		$228K Buy
3,166
+423
+15% +$32.6K 0.03% 194
2025
Q4 		$224K Buy
2,743
+17
+0.6% +$1.53K 0.03% 193
2025
Q3 		$267K Buy
2,726
+47
+2% +$4.39K 0.04% 173
2025
Q2 		$250K Buy
+2,679
New +$221K 0.04% 175
2024
Q4 		– Sell
-2,694
Closed -$202K – 218
2024
Q3 		$202K Sell
2,694
-1,400
-34% -$98.6K 0.04% 198
2024
Q2 		$298K Buy
4,094
+14
+0.3% +$973 0.06% 155
2024
Q1 		$314K Buy
4,080
+15
+0.4% +$1.08K 0.06% 154
2023
Q4 		$250K Sell
4,065
-7,513
-65% -$393K 0.04% 218
2023
Q3 		$532K Buy
+11,578
New +$529K 0.1% 125

Other funds holding UBER

BlackRock
BlackRock New York $5.7T 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