Fermata Advisors’s Uber UBER Stock Holding History

Fermata 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 Q2	–	Sell	-4,007	Closed	-$292K	–	284
2025 Q1	$292K	Buy	+4,007	New	+$289K	0.05%	221

Other funds holding UBER

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fermata Advisors's UBER Position: Q2 2025 in Review

Fermata Advisors sold out of Uber (UBER) in Q2 2025, closing a stake of 4,007 shares — an estimated $292K sold.

Fermata Advisors first reported a position in UBER in Q1 2025 and held it in 1 quarter. The position peaked at $292K in Q1 2025. 2,372 funds tracked by Wall St. Rank hold UBER as of Q2 2025.

Fermata Advisors reported no remaining Uber position as of Q2 2025 after selling out during the quarter.
Fermata Advisors sold 4,007 Uber shares in Q2 2025, an estimated $292K.
Fermata Advisors first reported a position in Uber in Q1 2025 and held it in 1 quarter.
Fermata Advisors's Uber position peaked at $292K in Q1 2025.
2,372 funds tracked by Wall St. Rank held Uber as of Q2 2025.

Based on Fermata Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.