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Aspen Wealth Strategies’s Uber UBER Stock Holding History

Aspen Wealth Strategies’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
-2,445
Closed -$240K – 88
2025
Q3 		$240K Hold
2,445
– – 0.13% 81
2025
Q2 		$228K Buy
+2,445
New +$201K 0.14% 79
2023
Q2 		– Sell
-7,425
Closed -$235K – 89
2023
Q1 		$235K Buy
+7,425
New +$236K 0.18% 71

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

Aspen Wealth Strategies's UBER Position: Q4 2025 in Review

Aspen Wealth Strategies sold out of Uber (UBER) in Q4 2025, closing a stake of 2,445 shares — an estimated $240K sold.

Aspen Wealth Strategies first reported a position in UBER in Q1 2023 and held it in 3 quarters. The position peaked at $240K in Q3 2025. 2,561 funds tracked by Wall St. Rank hold UBER as of Q4 2025.

  • Aspen Wealth Strategies reported no remaining Uber position as of Q4 2025 after selling out during the quarter.
  • Aspen Wealth Strategies sold 2,445 Uber shares in Q4 2025, an estimated $240K.
  • Aspen Wealth Strategies first reported a position in Uber in Q1 2023 and held it in 3 quarters.
  • Aspen Wealth Strategies's Uber position peaked at $240K in Q3 2025.
  • 2,561 funds tracked by Wall St. Rank held Uber as of Q4 2025.

Based on Aspen Wealth Strategies's 13F filing for Q4 2025, filed 28 Jan 2026.