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Bard Financial Services’s Uber UBER Stock Holding History

Bard Financial 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
Q3 		$1.24M Sell
12,675
-1,200
-9% -$112K 0.14% 111
2025
Q2 		$1.29M Sell
13,875
-400
-3% -$32.9K 0.15% 103
2025
Q1 		$1.04M Buy
14,275
+1,225
+9% +$88.3K 0.13% 113
2024
Q4 		$787K Sell
13,050
-3,825
-23% -$273K 0.09% 121
2024
Q3 		$1.27M Sell
16,875
-5,050
-23% -$356K 0.15% 104
2024
Q2 		$1.59M Sell
21,925
-12,475
-36% -$867K 0.16% 99
2024
Q1 		$2.65M Sell
34,400
-19,050
-36% -$1.37M 0.28% 76
2023
Q4 		$3.29M Sell
53,450
-22,550
-30% -$1.18M 0.37% 63
2023
Q3 		$3.5M Sell
76,000
-7,540
-9% -$344K 0.43% 59
2023
Q2 		$3.61M Sell
83,540
-16,190
-16% -$602K 0.27% 88
2023
Q1 		$3.16M Buy
99,730
+5,850
+6% +$186K 0.25% 87
2022
Q4 		$2.32M Buy
93,880
+7,800
+9% +$213K 0.2% 104
2022
Q3 		$2.28M Sell
86,080
-3,475
-4% -$96K 0.21% 101
2022
Q2 		$1.83M Buy
89,555
+38,815
+76% +$1.03M 0.17% 112
2022
Q1 		$1.81M Buy
50,740
+29,890
+143% +$1.07M 0.15% 114
2021
Q4 		$874K Buy
+20,850
New +$899K 0.07% 159

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
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

Bard Financial Services's UBER Position: Q3 2025 in Review

Bard Financial Services reduced its Uber (UBER) stake by 8.6% in Q3 2025, selling an estimated $112K and leaving 12,675 shares worth $1.24M. The position accounts for 0.14% of the portfolio, ranked #111.

Bard Financial Services first reported a position in UBER in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.61M in Q2 2023. 2,489 funds tracked by Wall St. Rank hold UBER as of Q3 2025.

  • Bard Financial Services held 12,675 shares of Uber worth $1.24M as of Q3 2025.
  • Bard Financial Services sold 1,200 Uber shares in Q3 2025, an estimated $112K.
  • Uber made up 0.14% of Bard Financial Services's portfolio in Q3 2025, its #111 holding.
  • Bard Financial Services first reported a position in Uber in Q4 2021 and has held it in 16 quarters since.
  • Bard Financial Services's Uber position peaked at $3.61M in Q2 2023.
  • 2,489 funds tracked by Wall St. Rank held Uber as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.