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Evelyn Partners Investment Management Services’s Uber UBER Stock Holding History

Evelyn Partners Investment Management Services’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
Q3 		– Sell
-215
Closed -$20.1K – 272
2025
Q2 		$20.1K Buy
+215
New +$17.7K ﹤0.01% 209

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 $645B AUM 30.41% 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 $1.66T 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

Evelyn Partners Investment Management Services's UBER Position: Q3 2025 in Review

Evelyn Partners Investment Management Services sold out of Uber (UBER) in Q3 2025, closing a stake of 215 shares — an estimated $20.1K sold.

Evelyn Partners Investment Management Services first reported a position in UBER in Q2 2025 and held it in 1 quarter. The position peaked at $20.1K in Q2 2025. 2,487 funds tracked by Wall St. Rank hold UBER as of Q3 2025.

  • Evelyn Partners Investment Management Services reported no remaining Uber position as of Q3 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management Services sold 215 Uber shares in Q3 2025, an estimated $20.1K.
  • Evelyn Partners Investment Management Services first reported a position in Uber in Q2 2025 and held it in 1 quarter.
  • Evelyn Partners Investment Management Services's Uber position peaked at $20.1K in Q2 2025.
  • 2,487 funds tracked by Wall St. Rank held Uber as of Q3 2025.

Based on Evelyn Partners Investment Management Services's 13F filing for Q3 2025, filed 14 Nov 2025.