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Berger Financial Group’s Uber UBER Stock Holding History

Berger Financial Group’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
Q4 		– Sell
-2,202
Closed -$216K – 487
2025
Q3 		$216K Buy
+2,202
New +$206K 0.01% 415

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 $645B AUM 30.41% 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 $1.66T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Berger Financial Group's UBER Position: Q4 2025 in Review

Berger Financial Group sold out of Uber (UBER) in Q4 2025, closing a stake of 2,202 shares — an estimated $216K sold.

Berger Financial Group first reported a position in UBER in Q3 2025 and held it in 1 quarter. The position peaked at $216K in Q3 2025. 2,557 funds tracked by Wall St. Rank hold UBER as of Q4 2025.

  • Berger Financial Group reported no remaining Uber position as of Q4 2025 after selling out during the quarter.
  • Berger Financial Group sold 2,202 Uber shares in Q4 2025, an estimated $216K.
  • Berger Financial Group first reported a position in Uber in Q3 2025 and held it in 1 quarter.
  • Berger Financial Group's Uber position peaked at $216K in Q3 2025.
  • 2,557 funds tracked by Wall St. Rank held Uber as of Q4 2025.

Based on Berger Financial Group's 13F filing for Q4 2025, filed 27 Jan 2026.