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Braun-Bostich & Associates’s Uber UBER Stock Holding History

Braun-Bostich & Associates’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
2026
Q1 		– Sell
-2,645
Closed -$216K – 136
2025
Q4 		$216K Buy
2,645
+224
+9% +$20.2K 0.13% 116
2025
Q3 		$237K Sell
2,421
-277
-10% -$25.9K 0.15% 109
2025
Q2 		$252K Buy
+2,698
New +$222K 0.17% 98
2024
Q4 		– Sell
-3,442
Closed -$259K – 118
2024
Q3 		$259K Buy
3,442
+15
+0.4% +$1.06K 0.18% 92
2024
Q2 		$249K Sell
3,427
-817
-19% -$56.8K 0.19% 90
2024
Q1 		$327K Sell
4,244
-1,222
-22% -$87.7K 0.27% 85
2023
Q4 		$337K Buy
5,466
+540
+11% +$28.2K 0.3% 81
2023
Q3 		$227K Buy
+4,926
New +$225K 0.42% 47

Other funds holding UBER

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return