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Grassi Investment Management’s Uber UBER Stock Holding History

Grassi 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
Q2 		$10.3M Sell
110,550
-2,975
-3% -$245K 0.82% 32
2025
Q1 		$8.27M Buy
113,525
+15,600
+16% +$1.12M 0.77% 39
2024
Q4 		$5.91M Buy
97,925
+500
+0.5% +$35.7K 0.5% 46
2024
Q3 		$7.32M Buy
97,425
+3,225
+3% +$227K 0.63% 41
2024
Q2 		$6.85M Buy
94,200
+400
+0.4% +$27.8K 0.61% 43
2024
Q1 		$7.22M Sell
93,800
-19,900
-18% -$1.43M 0.65% 41
2023
Q4 		$7M Sell
113,700
-80,425
-41% -$4.21M 0.73% 39
2023
Q3 		$8.93M Buy
194,125
+7,750
+4% +$354K 1.03% 34
2023
Q2 		$8.05M Buy
186,375
+2,250
+1% +$83.6K 0.89% 38
2023
Q1 		$5.84M Buy
184,125
+23,925
+15% +$759K 0.72% 44
2022
Q4 		$3.96M Buy
160,200
+109,650
+217% +$3M 0.53% 53
2022
Q3 		$1.34M Buy
50,550
+3,900
+8% +$108K 0.2% 73
2022
Q2 		$954K Buy
46,650
+6,850
+17% +$182K 0.13% 80
2022
Q1 		$1.42M Buy
39,800
+3,850
+11% +$138K 0.15% 77
2021
Q4 		$1.51M Buy
35,950
+10,600
+42% +$457K 0.15% 80
2021
Q3 		$1.14M Buy
25,350
+12,800
+102% +$559K 0.13% 85
2021
Q2 		$629K Sell
12,550
-100
-0.8% -$5.22K 0.07% 100
2021
Q1 		$690K Buy
12,650
+150
+1% +$8.37K 0.08% 94
2020
Q4 		$637K Sell
12,500
-300
-2% -$13.4K 0.08% 92
2020
Q3 		$467K Buy
12,800
+6,200
+94% +$205K 0.07% 96
2020
Q2 		$205K Sell
6,600
-37,675
-85% -$1.17M 0.03% 124
2020
Q1 		$1.24M Buy
+44,275
New +$1.46M 0.22% 70

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
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

Grassi Investment Management's UBER Position: Q2 2025 in Review

Grassi Investment Management reduced its Uber (UBER) stake by 2.6% in Q2 2025, selling an estimated $245K and leaving 110,550 shares worth $10.3M. The position accounts for 0.82% of the portfolio, ranked #32.

Grassi Investment Management first reported a position in UBER in Q1 2020 and has held it in 22 quarters since. 2,372 funds tracked by Wall St. Rank hold UBER as of Q2 2025.

  • Grassi Investment Management held 110,550 shares of Uber worth $10.3M as of Q2 2025.
  • Grassi Investment Management sold 2,975 Uber shares in Q2 2025, an estimated $245K.
  • Uber made up 0.82% of Grassi Investment Management's portfolio in Q2 2025, its #32 holding.
  • Grassi Investment Management first reported a position in Uber in Q1 2020 and has held it in 22 quarters since.
  • 2,372 funds tracked by Wall St. Rank held Uber as of Q2 2025.

Based on Grassi Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.