CFA
UBER icon

Capstone Financial Advisors’s Uber UBER Stock Holding History

Capstone Financial Advisors’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
-2,139
Closed -$210K – 194
2025
Q3 		$210K Buy
+2,139
New +$200K 0.01% 168
2020
Q4 		– Sell
-8,915
Closed -$325K – 126
2020
Q3 		$325K Hold
8,915
– – 0.03% 68
2020
Q2 		$277K Buy
+8,915
New +$278K 0.03% 73

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

Capstone Financial Advisors's UBER Position: Q4 2025 in Review

Capstone Financial Advisors sold out of Uber (UBER) in Q4 2025, closing a stake of 2,139 shares — an estimated $210K sold.

Capstone Financial Advisors first reported a position in UBER in Q2 2020 and held it in 3 quarters. The position peaked at $325K in Q3 2020. 2,561 funds tracked by Wall St. Rank hold UBER as of Q4 2025.

  • Capstone Financial Advisors reported no remaining Uber position as of Q4 2025 after selling out during the quarter.
  • Capstone Financial Advisors sold 2,139 Uber shares in Q4 2025, an estimated $210K.
  • Capstone Financial Advisors first reported a position in Uber in Q2 2020 and held it in 3 quarters.
  • Capstone Financial Advisors's Uber position peaked at $325K in Q3 2020.
  • 2,561 funds tracked by Wall St. Rank held Uber as of Q4 2025.

Based on Capstone Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.