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Financial Advocates Investment Management’s Uber UBER Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-14,090
Closed -$1.31M – 564
2025
Q2 		$1.31M Sell
14,090
-11,538
-45% -$950K 0.11% 182
2025
Q1 		$1.87M Buy
25,628
+10,731
+72% +$773K 0.13% 178
2024
Q4 		$899K Sell
14,897
-522
-3% -$37.3K 0.05% 321
2024
Q3 		$1.16M Buy
15,419
+1,054
+7% +$74.2K 0.07% 276
2024
Q2 		$1.04M Buy
14,365
+1,669
+13% +$116K 0.06% 284
2024
Q1 		$977K Buy
12,696
+250
+2% +$17.9K 0.06% 313
2023
Q4 		$766K Sell
12,446
-284
-2% -$14.9K 0.05% 340
2023
Q3 		$585K Buy
12,730
+895
+8% +$40.9K 0.04% 378
2023
Q2 		$511K Sell
11,835
-791
-6% -$29.4K 0.04% 401
2023
Q1 		$400K Sell
12,626
-1,362
-10% -$43.2K 0.03% 476
2022
Q4 		$346K Buy
13,988
+530
+4% +$14.5K 0.03% 523
2022
Q3 		$576K Sell
13,458
-779
-5% -$21.5K 0.05% 377
2022
Q2 		$291K Buy
14,237
+7,637
+116% +$203K 0.02% 518
2022
Q1 		$236K Buy
6,600
+566
+9% +$20.4K 0.02% 641
2021
Q4 		$254K Sell
6,034
-6
-0.1% -$259 0.02% 667
2021
Q3 		$270K Sell
6,040
-902
-13% -$39.4K 0.02% 633
2021
Q2 		$307K Buy
6,942
+947
+16% +$49.5K 0.02% 611
2021
Q1 		$444K Sell
5,995
-162
-3% -$9.04K 0.03% 508
2020
Q4 		$419K Buy
6,157
+115
+2% +$5.15K 0.03% 485
2020
Q3 		$272K Buy
+6,042
New +$199K 0.02% 498
2020
Q2 		– Sell
-14,756
Closed -$460K – 642
2020
Q1 		$412K Buy
14,756
+5,961
+68% +$196K 0.06% 307
2019
Q4 		$261K Sell
8,795
-589
-6% -$17.5K 0.03% 426
2019
Q3 		$262K Buy
9,384
+1,697
+22% +$63.9K 0.03% 406
2019
Q2 		$357K Buy
+7,687
New +$326K 0.04% 344

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 $1.66T 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 $1.88T 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 $13.7B AUM 13.45% 1-Year Est. Return

Financial Advocates Investment Management's UBER Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Uber (UBER) in Q3 2025, closing a stake of 14,090 shares — an estimated $1.31M sold.

Financial Advocates Investment Management first reported a position in UBER in Q2 2019 and held it in 24 quarters. The position peaked at $1.87M in Q1 2025. 2,487 funds tracked by Wall St. Rank hold UBER as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Uber position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 14,090 Uber shares in Q3 2025, an estimated $1.31M.
  • Financial Advocates Investment Management first reported a position in Uber in Q2 2019 and held it in 24 quarters.
  • Financial Advocates Investment Management's Uber position peaked at $1.87M in Q1 2025.
  • 2,487 funds tracked by Wall St. Rank held Uber as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.