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Centricity Wealth Management’s Uber UBER Stock Holding History

Centricity 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
Q2 		$141K Hold
1,510
– – 0.11% 96
2025
Q1 		$110K Hold
1,510
– – 0.1% 109
2024
Q4 		$91.1K Buy
+1,510
New +$108K 0.09% 120

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
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

Centricity Wealth Management's UBER Position: Q2 2025 in Review

Centricity Wealth Management held its Uber (UBER) position steady in Q2 2025 at 1,510 shares worth $141K. The position accounts for 0.11% of the portfolio, ranked #96.

Centricity Wealth Management first reported a position in UBER in Q4 2024 and has held it in 3 quarters since. 2,375 funds tracked by Wall St. Rank hold UBER as of Q2 2025.

  • Centricity Wealth Management held 1,510 shares of Uber worth $141K as of Q2 2025.
  • Centricity Wealth Management left its Uber share count unchanged in Q2 2025.
  • Uber made up 0.11% of Centricity Wealth Management's portfolio in Q2 2025, its #96 holding.
  • Centricity Wealth Management first reported a position in Uber in Q4 2024 and has held it in 3 quarters since.
  • 2,375 funds tracked by Wall St. Rank held Uber as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.