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	0.13%	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	0.05%	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 $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Atria Wealth Solutions's UBER Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Uber (UBER) stake by 76% in Q2 2025, selling an estimated $9.95M and leaving 38,729 shares worth $3.62M. The position accounts for 0.08% of the portfolio, ranked #268.

Atria Wealth Solutions first reported a position in UBER in Q1 2022 and has held it in 14 quarters since. The position peaked at $13.6M in Q1 2024. 2,375 funds tracked by Wall St. Rank hold UBER as of Q2 2025.

Atria Wealth Solutions held 38,729 shares of Uber worth $3.62M as of Q2 2025.
Atria Wealth Solutions sold 120,900 Uber shares in Q2 2025, an estimated $9.95M.
Uber made up 0.08% of Atria Wealth Solutions's portfolio in Q2 2025, its #268 holding.
Atria Wealth Solutions first reported a position in Uber in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Uber position peaked at $13.6M in Q1 2024.
2,375 funds tracked by Wall St. Rank held Uber as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.