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Cherry Tree Wealth Management’s Uber UBER Stock Holding History

Cherry Tree 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 		– Sell
-219
Closed -$16K – 751
2025
Q1 		$16K Hold
219
– – ﹤0.01% 372
2024
Q4 		$13.2K Hold
219
– – ﹤0.01% 380
2024
Q3 		$16.5K Hold
219
– – ﹤0.01% 365
2024
Q2 		$15.9K Buy
+219
New +$15.2K ﹤0.01% 352

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

Cherry Tree Wealth Management's UBER Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Uber (UBER) in Q2 2025, closing a stake of 219 shares — an estimated $16K sold.

Cherry Tree Wealth Management first reported a position in UBER in Q2 2024 and held it in 4 quarters. The position peaked at $16.5K in Q3 2024. 2,372 funds tracked by Wall St. Rank hold UBER as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Uber position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 219 Uber shares in Q2 2025, an estimated $16K.
  • Cherry Tree Wealth Management first reported a position in Uber in Q2 2024 and held it in 4 quarters.
  • Cherry Tree Wealth Management's Uber position peaked at $16.5K in Q3 2024.
  • 2,372 funds tracked by Wall St. Rank held Uber as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.