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Arete Wealth Advisors’s Uber UBER Stock Holding History

Arete Wealth Advisors’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
Q4 		– Sell
-24,365
Closed -$2.39M – 725
2025
Q3 		$2.39M Buy
24,365
+6,852
+39% +$641K 0.15% 134
2025
Q2 		$1.63M Sell
17,513
-15,788
-47% -$1.3M 0.12% 182
2025
Q1 		$2.43M Buy
33,301
+26,781
+411% +$1.93M 0.19% 115
2024
Q4 		$393K Sell
6,520
-1,106
-15% -$79K 0.03% 480
2024
Q3 		$573K Sell
7,626
-2,120
-22% -$149K 0.05% 337
2024
Q2 		$708K Buy
+9,746
New +$677K 0.06% 313
2024
Q1 		– Sell
-9,907
Closed -$610K – 711
2023
Q4 		$610K Buy
9,907
+994
+11% +$52K 0.05% 355
2023
Q3 		$410K Buy
8,913
+525
+6% +$24K 0.07% 275
2023
Q2 		$362K Sell
8,388
-817
-9% -$30.4K 0.03% 442
2023
Q1 		$292K Sell
9,205
-1,214
-12% -$38.5K 0.02% 478
2022
Q4 		$258K Sell
10,419
-16,051
-61% -$439K 0.02% 499
2022
Q3 		$701K Buy
26,470
+7,252
+38% +$200K 0.07% 241
2022
Q2 		$408K Buy
19,218
+734
+4% +$19.5K 0.04% 281
2022
Q1 		$779K Sell
18,484
-4,237
-19% -$152K 0.07% 213
2021
Q4 		$961K Buy
22,721
+4,865
+27% +$210K 0.08% 193
2021
Q3 		$800K Buy
17,856
+7,934
+80% +$347K 0.09% 191
2021
Q2 		$492K Buy
+9,922
New +$518K 0.07% 207
2020
Q2 		– Sell
-32,547
Closed -$909K – 405
2020
Q1 		$909K Buy
+32,547
New +$1.07M 0.18% 130

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Arete Wealth Advisors's UBER Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Uber (UBER) in Q4 2025, closing a stake of 24,365 shares — an estimated $2.39M sold.

Arete Wealth Advisors first reported a position in UBER in Q1 2020 and held it in 18 quarters. The position peaked at $2.43M in Q1 2025. 2,566 funds tracked by Wall St. Rank hold UBER as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Uber position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 24,365 Uber shares in Q4 2025, an estimated $2.39M.
  • Arete Wealth Advisors first reported a position in Uber in Q1 2020 and held it in 18 quarters.
  • Arete Wealth Advisors's Uber position peaked at $2.43M in Q1 2025.
  • 2,566 funds tracked by Wall St. Rank held Uber as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.