Avantax Advisory Services’s Uber UBER Stock Holding History

Avantax Advisory Services’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	$11.6M	Buy	123,995 +4,439	+4%	+$365K	0.06%	244
2025 Q1	$8.71M	Buy	119,556 +19,799	+20%	+$1.43M	0.05%	277
2024 Q4	$6.02M	Buy	99,757 +3,484	+4%	+$249K	0.04%	345
2024 Q3	$7.24M	Buy	96,273 +9,312	+11%	+$656K	0.05%	305
2024 Q2	$6.32M	Buy	86,961 +61,792	+246%	+$4.29M	0.05%	308
2024 Q1	$1.94M	Buy	25,169 +4,898	+24%	+$352K	0.02%	547
2023 Q4	$1.25M	Buy	20,271 +3,819	+23%	+$200K	0.01%	639
2023 Q3	$757K	Buy	16,452 +1,845	+13%	+$84.3K	0.01%	782
2023 Q2	$631K	Buy	14,607 +3,281	+29%	+$122K	0.01%	858
2023 Q1	$359K	Sell	11,326 -721	-6%	-$22.9K	﹤0.01%	1054
2022 Q4	$298K	Buy	12,047 +2,466	+26%	+$67.5K	﹤0.01%	1109
2022 Q3	$254K	Sell	9,581 -4,853	-34%	-$134K	﹤0.01%	1076
2022 Q2	$295K	Buy	14,434 +4,602	+47%	+$122K	﹤0.01%	1016
2022 Q1	$349K	Buy	9,832 +2,472	+34%	+$88.9K	﹤0.01%	934
2021 Q4	$309K	Sell	7,360 -867	-11%	-$37.4K	﹤0.01%	963
2021 Q3	$365K	Buy	8,227 +1,799	+28%	+$78.6K	0.01%	837
2021 Q2	$323K	Buy	6,428 +1,646	+34%	+$86K	0.01%	871
2021 Q1	$258K	Sell	4,782 -2,095	-30%	-$117K	0.01%	873
2020 Q4	$351K	Buy	6,877 +1,001	+17%	+$44.9K	0.01%	667
2020 Q3	$217K	Buy	+5,876	New	+$194K	﹤0.01%	1196

Other funds holding UBER

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Avantax Advisory Services's UBER Position: Q2 2025 in Review

Avantax Advisory Services increased its Uber (UBER) stake by 3.7% in Q2 2025, buying an estimated $365K and bringing the position to 123,995 shares worth $11.6M. The position accounts for 0.06% of the portfolio, ranked #244.

Avantax Advisory Services first reported a position in UBER in Q3 2020 and has held it in 20 quarters since. 2,372 funds tracked by Wall St. Rank hold UBER as of Q2 2025.

Avantax Advisory Services held 123,995 shares of Uber worth $11.6M as of Q2 2025.
Avantax Advisory Services bought 4,439 Uber shares in Q2 2025, an estimated $365K.
Uber made up 0.06% of Avantax Advisory Services's portfolio in Q2 2025, its #244 holding.
Avantax Advisory Services first reported a position in Uber in Q3 2020 and has held it in 20 quarters since.
2,372 funds tracked by Wall St. Rank held Uber as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.