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CarsonAllaria Wealth Management’s Uber UBER Stock Holding History

CarsonAllaria 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
Q3 		– Sell
-216
Closed -$20.2K – 316
2025
Q2 		$20.2K Hold
216
– – 0.01% 198
2025
Q1 		$15.7K Hold
216
– – 0.01% 215
2024
Q4 		$13K Hold
216
– – 0.01% 229
2024
Q3 		$16.2K Sell
216
-115
-35% -$8.1K 0.01% 222
2024
Q2 		$24.1K Hold
331
– – 0.01% 180
2024
Q1 		$25.5K Sell
331
-215
-39% -$15.4K 0.02% 175
2023
Q4 		$33.6K Buy
546
+35
+7% +$1.83K 0.02% 136
2023
Q3 		$23.5K Sell
511
-131
-20% -$5.99K 0.02% 151
2023
Q2 		$27.7K Sell
642
-54
-8% -$2.01K 0.02% 147
2023
Q1 		$22.1K Hold
696
– – 0.02% 160
2022
Q4 		$17K Sell
696
-195
-22% -$5.34K 0.01% 162
2022
Q3 		$24K Sell
891
-40
-4% -$1.1K 0.02% 137
2022
Q2 		$19K Buy
931
+104
+13% +$2.76K 0.02% 149
2022
Q1 		$30K Buy
827
+38
+5% +$1.37K 0.03% 136
2021
Q4 		$33K Buy
+789
New +$34K 0.03% 142

Other funds holding UBER

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return