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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
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

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

Congress Wealth Management increased its Uber (UBER) stake by 7.4% in Q2 2025, buying an estimated $1.42M and bringing the position to 250,637 shares worth $23.4M. The position accounts for 0.23% of the portfolio, ranked #105.

Congress Wealth Management first reported a position in UBER in Q4 2021 and has held it in 15 quarters since. 2,375 funds tracked by Wall St. Rank hold UBER as of Q2 2025.

  • Congress Wealth Management held 250,637 shares of Uber worth $23.4M as of Q2 2025.
  • Congress Wealth Management bought 17,275 Uber shares in Q2 2025, an estimated $1.42M.
  • Uber made up 0.23% of Congress Wealth Management's portfolio in Q2 2025, its #105 holding.
  • Congress Wealth Management first reported a position in Uber in Q4 2021 and has held it in 15 quarters since.
  • 2,375 funds tracked by Wall St. Rank held Uber as of Q2 2025.

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