Fortis Capital Advisors’s Uber UBER Stock Holding History

Fortis Capital 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 Q4	–	Sell	-13,149	Closed	-$1.29M	–	345
2025 Q3	$1.29M	Buy	13,149 +439	+3%	+$41.1K	0.2%	75
2025 Q2	$1.19M	Buy	12,710 +4,091	+47%	+$337K	0.21%	71
2025 Q1	$628K	Buy	+8,619	New	+$621K	0.13%	137
2023 Q4	–	Sell	-8,230	Closed	-$378K	–	128
2023 Q3	$378K	Buy	+8,230	New	+$376K	0.24%	61
2023 Q2	–	Sell	-154	Closed	-$4.88K	–	586
2023 Q1	$4.88K	Buy	154 +14	+10%	+$444	﹤0.01%	503
2022 Q4	$3.46K	Buy	+140	New	+$3.83K	﹤0.01%	543

Other funds holding UBER

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Fortis Capital Advisors's UBER Position: Q4 2025 in Review

Fortis Capital Advisors sold out of Uber (UBER) in Q4 2025, closing a stake of 13,149 shares — an estimated $1.29M sold.

Fortis Capital Advisors first reported a position in UBER in Q4 2022 and held it in 6 quarters. The position peaked at $1.29M in Q3 2025. 2,561 funds tracked by Wall St. Rank hold UBER as of Q4 2025.

Fortis Capital Advisors reported no remaining Uber position as of Q4 2025 after selling out during the quarter.
Fortis Capital Advisors sold 13,149 Uber shares in Q4 2025, an estimated $1.29M.
Fortis Capital Advisors first reported a position in Uber in Q4 2022 and held it in 6 quarters.
Fortis Capital Advisors's Uber position peaked at $1.29M in Q3 2025.
2,561 funds tracked by Wall St. Rank held Uber as of Q4 2025.

Based on Fortis Capital Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.