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Apexium Financial’s Uber UBER Stock Holding History

Apexium 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
2025
Q3 		$241K Sell
2,457
-11
-0.4% -$1.03K 0.01% 262
2025
Q2 		$230K Sell
2,468
-474
-16% -$39K 0.01% 257
2025
Q1 		$214K Buy
+2,942
New +$212K 0.01% 263

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

Apexium Financial's UBER Position: Q3 2025 in Review

Apexium Financial reduced its Uber (UBER) stake by 0.45% in Q3 2025, selling an estimated $1.03K and leaving 2,457 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #262.

Apexium Financial first reported a position in UBER in Q1 2025 and has held it in 3 quarters since. 2,484 funds tracked by Wall St. Rank hold UBER as of Q3 2025.

  • Apexium Financial held 2,457 shares of Uber worth $241K as of Q3 2025.
  • Apexium Financial sold 11 Uber shares in Q3 2025, an estimated $1.03K.
  • Uber made up 0.01% of Apexium Financial's portfolio in Q3 2025, its #262 holding.
  • Apexium Financial first reported a position in Uber in Q1 2025 and has held it in 3 quarters since.
  • 2,484 funds tracked by Wall St. Rank held Uber as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.