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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
Q1 		– Sell
-5,000
Closed -$302K – 2080
2024
Q4 		$302K Buy
+5,000
New +$357K ﹤0.01% 1542

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

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. 2,373 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.
  • 2,373 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.