INVST’s Uber UBER Stock Holding History

INVST’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	-2,074	Closed	-$203K	–	323
2025 Q3	$203K	Buy	+2,074	New	+$194K	0.02%	297
2024 Q4	–	Sell	-4,108	Closed	-$309K	–	268
2024 Q3	$309K	Buy	4,108 +197	+5%	+$13.9K	0.04%	202
2024 Q2	$278K	Buy	3,911 +1,227	+46%	+$85.3K	0.03%	220
2024 Q1	$205K	Buy	+2,684	New	+$193K	0.02%	229

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

INVST's UBER Position: Q4 2025 in Review

INVST sold out of Uber (UBER) in Q4 2025, closing a stake of 2,074 shares — an estimated $203K sold.

INVST first reported a position in UBER in Q1 2024 and held it in 4 quarters. The position peaked at $309K in Q3 2024. 2,561 funds tracked by Wall St. Rank hold UBER as of Q4 2025.

INVST reported no remaining Uber position as of Q4 2025 after selling out during the quarter.
INVST sold 2,074 Uber shares in Q4 2025, an estimated $203K.
INVST first reported a position in Uber in Q1 2024 and held it in 4 quarters.
INVST's Uber position peaked at $309K in Q3 2024.
2,561 funds tracked by Wall St. Rank held Uber as of Q4 2025.

Based on INVST's 13F filing for Q4 2025, filed 11 Feb 2026.