Atria Wealth Solutions’s Uber UBER Stock Holding History

Atria Wealth Solutions’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 Q2	$3.62M	Sell	38,729 -120,900	-76%	-$9.95M	0.08%	268
2025 Q1	$11.6M	Buy	159,629 +2,901	+2%	+$209K	0.14%	156
2024 Q4	$9.45M	Sell	156,728 -548	-0.3%	-$39.1K	0.1%	200
2024 Q3	$11.8M	Sell	157,276 -10,496	-6%	-$739K	0.13%	170
2024 Q2	$12.2M	Sell	167,772 -8,675	-5%	-$603K	0.14%	162
2024 Q1	$13.6M	Sell	176,447 -27,722	-14%	-$1.99M	0.15%	145
2023 Q4	$12.6M	Sell	204,169 -6,790	-3%	-$355K	0.16%	142
2023 Q3	$9.7M	Buy	210,959 +16,458	+8%	+$752K	0.14%	165
2023 Q2	$8.4M	Buy	194,501 +12,455	+7%	+$463K	0.11%	178
2023 Q1	$5.77M	Buy	182,046 +7,696	+4%	+$244K	0.09%	234
2022 Q4	$4.31M	Buy	174,350 +5,277	+3%	+$144K	0.07%	279
2022 Q3	$4.48M	Buy	169,073 +27,977	+20%	+$773K	0.08%	253
2022 Q2	$2.89M	Buy	141,096 +44,476	+46%	+$1.18M	0.06%	350
2022 Q1	$3.45M	Buy	+96,620	New	+$3.47M	0.06%	330

Other funds holding UBER

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

BlackRock New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 $1.47T AUM 27.86% 1-Year Est. Return

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return