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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

CarsonAllaria Wealth Management's UBER Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Uber (UBER) in Q3 2025, closing a stake of 216 shares — an estimated $20.2K sold.

CarsonAllaria Wealth Management first reported a position in UBER in Q4 2021 and held it in 15 quarters. The position peaked at $33.6K in Q4 2023. 2,489 funds tracked by Wall St. Rank hold UBER as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Uber position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 216 Uber shares in Q3 2025, an estimated $20.2K.
CarsonAllaria Wealth Management first reported a position in Uber in Q4 2021 and held it in 15 quarters.
CarsonAllaria Wealth Management's Uber position peaked at $33.6K in Q4 2023.
2,489 funds tracked by Wall St. Rank held Uber as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.