Forefront Wealth Management’s Uber UBER Stock Holding History

Forefront Wealth 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 Q4	$948K	Sell	11,607 -49	-0.4%	-$4.41K	0.68%	38
2025 Q3	$1.14M	Buy	+11,656	New	+$1.09M	0.84%	34
2025 Q2	–	Sell	-31,713	Closed	-$2.31M	–	63
2025 Q1	$2.31M	Buy	+31,713	New	+$2.28M	2.14%	21
2023 Q2	–	Sell	-6,384	Closed	-$202K	–	45
2023 Q1	$202K	Buy	+6,384	New	+$202K	0.26%	42
2022 Q4	–	Sell	-7,864	Closed	-$208K	–	46
2022 Q3	$208K	Buy	+7,864	New	+$217K	0.29%	42
2022 Q2	–	Sell	-9,618	Closed	-$343K	–	55
2022 Q1	$343K	Buy	9,618 +4,085	+74%	+$147K	0.34%	38
2021 Q4	$232K	Buy	+5,533	New	+$239K	0.22%	48

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

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

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

Norges Bank Oslo, Norway $935B AUM

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Forefront Wealth Management's UBER Position: Q4 2025 in Review

Forefront Wealth Management reduced its Uber (UBER) stake by 0.42% in Q4 2025, selling an estimated $4.41K and leaving 11,607 shares worth $948K. The position accounts for 0.68% of the portfolio, ranked #38.

Forefront Wealth Management first reported a position in UBER in Q4 2021 and has held it in 7 quarters since. The position peaked at $2.31M in Q1 2025. 2,554 funds tracked by Wall St. Rank hold UBER as of Q4 2025.

Forefront Wealth Management held 11,607 shares of Uber worth $948K as of Q4 2025.
Forefront Wealth Management sold 49 Uber shares in Q4 2025, an estimated $4.41K.
Uber made up 0.68% of Forefront Wealth Management's portfolio in Q4 2025, its #38 holding.
Forefront Wealth Management first reported a position in Uber in Q4 2021 and has held it in 7 quarters since.
Forefront Wealth Management's Uber position peaked at $2.31M in Q1 2025.
2,554 funds tracked by Wall St. Rank held Uber as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.