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Consilio Wealth Advisors’s Uber UBER Stock Holding History

Consilio Wealth Advisors’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
-2,554
Closed -$250K – 104
2025
Q3 		$250K Buy
2,554
+114
+5% +$10.7K 0.08% 79
2025
Q2 		$223K Buy
+2,440
New +$201K 0.08% 80

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Consilio Wealth Advisors's UBER Position: Q4 2025 in Review

Consilio Wealth Advisors sold out of Uber (UBER) in Q4 2025, closing a stake of 2,554 shares — an estimated $250K sold.

Consilio Wealth Advisors first reported a position in UBER in Q2 2025 and held it in 2 quarters. The position peaked at $250K in Q3 2025. 2,561 funds tracked by Wall St. Rank hold UBER as of Q4 2025.

  • Consilio Wealth Advisors reported no remaining Uber position as of Q4 2025 after selling out during the quarter.
  • Consilio Wealth Advisors sold 2,554 Uber shares in Q4 2025, an estimated $250K.
  • Consilio Wealth Advisors first reported a position in Uber in Q2 2025 and held it in 2 quarters.
  • Consilio Wealth Advisors's Uber position peaked at $250K in Q3 2025.
  • 2,561 funds tracked by Wall St. Rank held Uber as of Q4 2025.

Based on Consilio Wealth Advisors's 13F filing for Q4 2025, filed 20 Mar 2026.