CFM Wealth Partners’s Uber UBER Stock Holding History

CFM Wealth Partners’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	-2,123	Closed	-$208K	–	147
2025 Q3	$208K	Buy	+2,123	New	+$199K	0.03%	142

Other funds holding UBER

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

CFM Wealth Partners's UBER Position: Q4 2025 in Review

CFM Wealth Partners sold out of Uber (UBER) in Q4 2025, closing a stake of 2,123 shares — an estimated $208K sold.

CFM Wealth Partners first reported a position in UBER in Q3 2025 and held it in 1 quarter. The position peaked at $208K in Q3 2025. 2,554 funds tracked by Wall St. Rank hold UBER as of Q4 2025.

CFM Wealth Partners reported no remaining Uber position as of Q4 2025 after selling out during the quarter.
CFM Wealth Partners sold 2,123 Uber shares in Q4 2025, an estimated $208K.
CFM Wealth Partners first reported a position in Uber in Q3 2025 and held it in 1 quarter.
CFM Wealth Partners's Uber position peaked at $208K in Q3 2025.
2,554 funds tracked by Wall St. Rank held Uber as of Q4 2025.

Based on CFM Wealth Partners's 13F filing for Q4 2025, filed 27 Jan 2026.