Congress Wealth Management’s Uber UBER Stock Holding History

Congress 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	$23.4M	Buy	250,637 +17,275	+7%	+$1.42M	0.23%	105
2025 Q1	$17M	Buy	233,362 +204,363	+705%	+$14.7M	0.2%	127
2024 Q4	$1.75M	Buy	28,999 +11,466	+65%	+$819K	0.02%	432
2024 Q3	$1.32M	Buy	17,533 +790	+5%	+$55.6K	0.02%	473
2024 Q2	$1.22M	Sell	16,743 -1,346	-7%	-$93.6K	0.02%	403
2024 Q1	$1.39M	Sell	18,089 -10,423	-37%	-$748K	0.02%	348
2023 Q4	$1.76M	Sell	28,512 -65,530	-70%	-$3.43M	0.03%	329
2023 Q3	$4.33M	Buy	94,042 +2,234	+2%	+$102K	0.09%	230
2023 Q2	$3.96M	Buy	91,808 +132	+0.1%	+$4.91K	0.09%	216
2023 Q1	$2.91M	Buy	91,676 +11,079	+14%	+$351K	0.07%	237
2022 Q4	$1.99M	Sell	80,597 -7,559	-9%	-$207K	0.05%	259
2022 Q3	$2.34M	Sell	88,156 -590	-0.7%	-$16.3K	0.06%	259
2022 Q2	$1.82M	Sell	88,746 -527	-0.6%	-$14K	0.05%	285
2022 Q1	$3.19M	Buy	89,273 +3,091	+4%	+$111K	0.07%	260
2021 Q4	$3.61M	Buy	+86,182	New	+$3.72M	0.07%	260

Other funds holding UBER

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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