Iron Horse Wealth Management’s Uber UBER Stock Holding History

Iron Horse 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 Q2	$31.7K	Sell	340 -8	-2%	-$659	0.01%	173
2025 Q1	$25.4K	Buy	348 +38	+12%	+$2.74K	0.01%	177
2024 Q4	$18.7K	Hold	310	–	–	0.01%	191
2024 Q3	$23.3K	Hold	310	–	–	0.01%	161
2024 Q2	$22.5K	Hold	310	–	–	0.01%	152
2024 Q1	$23.9K	Hold	310	–	–	0.01%	123
2023 Q4	$19.1K	Hold	310	–	–	0.01%	126
2023 Q3	$14.3K	Buy	310 +150	+94%	+$6.85K	0.01%	147
2023 Q2	$6.91K	Hold	160	–	–	﹤0.01%	169
2023 Q1	$5.07K	Hold	160	–	–	﹤0.01%	202
2022 Q4	$4K	Hold	160	–	–	﹤0.01%	169
2022 Q3	$4K	Hold	160	–	–	0.01%	107
2022 Q2	$3K	Buy	160 +10	+7%	+$265	﹤0.01%	182
2022 Q1	$5K	Buy	+150	New	+$5.39K	﹤0.01%	164

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 $3.38T AUM 44.17% 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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PSCM

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

Iron Horse Wealth Management's UBER Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its Uber (UBER) stake by 2.3% in Q2 2025, selling an estimated $659 and leaving 340 shares worth $31.7K. The position accounts for 0.01% of the portfolio, ranked #173.

Iron Horse Wealth Management first reported a position in UBER in Q1 2022 and has held it in 14 quarters since. 2,375 funds tracked by Wall St. Rank hold UBER as of Q2 2025.

Iron Horse Wealth Management held 340 shares of Uber worth $31.7K as of Q2 2025.
Iron Horse Wealth Management sold 8 Uber shares in Q2 2025, an estimated $659.
Uber made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #173 holding.
Iron Horse Wealth Management first reported a position in Uber in Q1 2022 and has held it in 14 quarters since.
2,375 funds tracked by Wall St. Rank held Uber as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.