AllSquare Wealth Management’s Uber UBER Stock Holding History

AllSquare 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	$238K	Buy	2,425 +132	+6%	+$12.3K	0.13%	98
2025 Q2	$214K	Hold	2,293	–	–	0.12%	105
2025 Q1	$167K	Buy	2,293 +1,800	+365%	+$130K	0.1%	114
2024 Q4	$29.7K	Buy	493 +50	+11%	+$3.57K	0.02%	266
2024 Q3	$33.3K	Buy	443 +75	+20%	+$5.28K	0.02%	256
2024 Q2	$26.7K	Buy	+368	New	+$25.6K	0.02%	269
2023 Q4	–	Sell	-50	Closed	-$2.3K	–	548
2023 Q3	$2.3K	Hold	50	–	–	﹤0.01%	461
2023 Q2	$1.88K	Hold	50	–	–	﹤0.01%	481
2023 Q1	$1.58K	Hold	50	–	–	﹤0.01%	483
2022 Q4	$1.24K	Hold	50	–	–	﹤0.01%	471
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	490
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	493
2022 Q1	$2K	Buy	+50	New	+$1.8K	﹤0.01%	472
2019 Q3	–	Sell	-111	Closed	-$5K	–	474
2019 Q2	$5K	Buy	+111	New	+$4.71K	﹤0.01%	392

Other funds holding UBER

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

AllSquare Wealth Management increased its Uber (UBER) stake by 5.8% in Q3 2025, buying an estimated $12.3K and bringing the position to 2,425 shares worth $238K. The position accounts for 0.13% of the portfolio, ranked #98.

AllSquare Wealth Management first reported a position in UBER in Q2 2019 and has held it in 14 quarters since. 2,484 funds tracked by Wall St. Rank hold UBER as of Q3 2025.

AllSquare Wealth Management held 2,425 shares of Uber worth $238K as of Q3 2025.
AllSquare Wealth Management bought 132 Uber shares in Q3 2025, an estimated $12.3K.
Uber made up 0.13% of AllSquare Wealth Management's portfolio in Q3 2025, its #98 holding.
AllSquare Wealth Management first reported a position in Uber in Q2 2019 and has held it in 14 quarters since.
2,484 funds tracked by Wall St. Rank held Uber as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.