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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
2020
Q3 		– Sell
-12,722
Closed -$479K – 684
2020
Q2 		$479K Buy
+12,722
New +$397K 0.05% 366

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.