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Carolinas Wealth Consulting’s Uber UBER Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-427
Closed -$31.1K – 876
2025
Q1 		$31.1K Buy
427
+200
+88% +$14.4K 0.01% 398
2024
Q4 		$13.7K Sell
227
-1,081
-83% -$77.2K ﹤0.01% 514
2024
Q3 		$98.3K Sell
1,308
-531
-29% -$37.4K 0.02% 267
2024
Q2 		$134K Buy
1,839
+577
+46% +$40.1K 0.03% 218
2024
Q1 		$97.2K Sell
1,262
-44
-3% -$3.16K 0.02% 260
2023
Q4 		$80.4K Sell
1,306
-469
-26% -$24.5K 0.02% 266
2023
Q3 		$76.8K Buy
1,775
+572
+48% +$26.1K 0.02% 248
2023
Q2 		$52K Sell
1,203
-884
-42% -$32.9K 0.01% 338
2023
Q1 		$66.2K Buy
2,087
+2,025
+3,266% +$64.2K 0.01% 320
2022
Q4 		$1.53K Buy
+62
New +$1.7K ﹤0.01% 840
2022
Q2 		– Sell
-274
Closed -$10K – 951
2022
Q1 		$10K Buy
+274
New +$9.85K ﹤0.01% 609
2021
Q2 		– Sell
-1,088
Closed -$59K – 1006
2021
Q1 		$59K Sell
1,088
-264
-20% -$14.7K 0.01% 336
2020
Q4 		$69K Buy
+1,352
New +$60.6K 0.02% 284

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Carolinas Wealth Consulting's UBER Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Uber (UBER) in Q2 2025, closing a stake of 427 shares — an estimated $31.1K sold.

Carolinas Wealth Consulting first reported a position in UBER in Q4 2020 and held it in 13 quarters. The position peaked at $134K in Q2 2024. 2,372 funds tracked by Wall St. Rank hold UBER as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Uber position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 427 Uber shares in Q2 2025, an estimated $31.1K.
  • Carolinas Wealth Consulting first reported a position in Uber in Q4 2020 and held it in 13 quarters.
  • Carolinas Wealth Consulting's Uber position peaked at $134K in Q2 2024.
  • 2,372 funds tracked by Wall St. Rank held Uber as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.