Baker Tilly Wealth Management’s Uber UBER Stock Holding History

Baker Tilly Wealth Management’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	-3,687	Closed	-$222K	–	251
2024 Q4	$222K	Sell	3,687 -112	-3%	-$8K	0.09%	219
2024 Q3	$286K	Buy	3,799 +80	+2%	+$5.63K	0.13%	186
2024 Q2	$270K	Sell	3,719 -633	-15%	-$44K	0.11%	212
2024 Q1	$335K	Buy	4,352 +98	+2%	+$7.04K	0.06%	327
2023 Q4	$262K	Sell	4,254 -756	-15%	-$39.5K	0.04%	407
2023 Q3	$230K	Sell	5,010 -1,869	-27%	-$85.4K	0.04%	415
2023 Q2	$297K	Sell	6,879 -127	-2%	-$4.72K	0.03%	453
2023 Q1	$222K	Buy	+7,006	New	+$222K	0.03%	505
2022 Q1	–	Sell	-4,923	Closed	-$206K	–	564
2021 Q4	$206K	Buy	+4,923	New	+$212K	0.02%	504

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Baker Tilly Wealth Management's UBER Position: Q1 2025 in Review

Baker Tilly Wealth Management sold out of Uber (UBER) in Q1 2025, closing a stake of 3,687 shares — an estimated $222K sold.

Baker Tilly Wealth Management first reported a position in UBER in Q4 2021 and held it in 9 quarters. The position peaked at $335K in Q1 2024. 2,149 funds tracked by Wall St. Rank hold UBER as of Q1 2025.

Baker Tilly Wealth Management reported no remaining Uber position as of Q1 2025 after selling out during the quarter.
Baker Tilly Wealth Management sold 3,687 Uber shares in Q1 2025, an estimated $222K.
Baker Tilly Wealth Management first reported a position in Uber in Q4 2021 and held it in 9 quarters.
Baker Tilly Wealth Management's Uber position peaked at $335K in Q1 2024.
2,149 funds tracked by Wall St. Rank held Uber as of Q1 2025.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2025, filed 9 Apr 2025.