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Capital Advisors Wealth Management’s Uber UBER Stock Holding History

Capital Advisors 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
Q4 		– Sell
-2,122
Closed -$208K – 226
2025
Q3 		$208K Buy
+2,122
New +$198K 0.03% 207

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Capital Advisors Wealth Management's UBER Position: Q4 2025 in Review

Capital Advisors Wealth Management sold out of Uber (UBER) in Q4 2025, closing a stake of 2,122 shares — an estimated $208K sold.

Capital Advisors Wealth Management first reported a position in UBER in Q3 2025 and held it in 1 quarter. The position peaked at $208K in Q3 2025. 2,562 funds tracked by Wall St. Rank hold UBER as of Q4 2025.

  • Capital Advisors Wealth Management reported no remaining Uber position as of Q4 2025 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 2,122 Uber shares in Q4 2025, an estimated $208K.
  • Capital Advisors Wealth Management first reported a position in Uber in Q3 2025 and held it in 1 quarter.
  • Capital Advisors Wealth Management's Uber position peaked at $208K in Q3 2025.
  • 2,562 funds tracked by Wall St. Rank held Uber as of Q4 2025.

Based on Capital Advisors Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.