Kathleen S. Wright Associates’s Uber UBER Stock Holding History

Kathleen S. Wright Associates’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 Q3	$226K	Hold	2,311	–	–	0.08%	105
2025 Q2	$216K	Hold	2,311	–	–	0.08%	106
2025 Q1	$168K	Hold	2,311	–	–	0.07%	113
2024 Q4	$139K	Hold	2,311	–	–	0.06%	116
2024 Q3	$174K	Hold	2,311	–	–	0.07%	114
2024 Q2	$168K	Sell	2,311 -362	-14%	-$25.2K	0.08%	111
2024 Q1	$206K	Hold	2,673	–	–	0.1%	103
2023 Q4	$165K	Hold	2,673	–	–	0.08%	103
2023 Q3	$123K	Hold	2,673	–	–	0.07%	104
2023 Q2	$115K	Hold	2,673	–	–	0.07%	89
2023 Q1	$84.7K	Sell	2,673 -100	-4%	-$3.17K	0.06%	94
2022 Q4	$69K	Sell	2,773 -914	-25%	-$25K	0.05%	107
2022 Q3	$98K	Hold	3,687	–	–	0.08%	98
2022 Q2	$75K	Sell	3,687 -75	-2%	-$1.99K	0.06%	96
2022 Q1	$134K	Sell	3,762 -3,228	-46%	-$116K	0.1%	89
2021 Q4	$293K	Buy	+6,990	New	+$301K	0.22%	70

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

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

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

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

Kathleen S. Wright Associates's UBER Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Uber (UBER) position steady in Q3 2025 at 2,311 shares worth $226K. The position accounts for 0.08% of the portfolio, ranked #105.

Kathleen S. Wright Associates first reported a position in UBER in Q4 2021 and has held it in 16 quarters since. The position peaked at $293K in Q4 2021. 2,484 funds tracked by Wall St. Rank hold UBER as of Q3 2025.

Kathleen S. Wright Associates held 2,311 shares of Uber worth $226K as of Q3 2025.
Kathleen S. Wright Associates left its Uber share count unchanged in Q3 2025.
Uber made up 0.08% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #105 holding.
Kathleen S. Wright Associates first reported a position in Uber in Q4 2021 and has held it in 16 quarters since.
Kathleen S. Wright Associates's Uber position peaked at $293K in Q4 2021.
2,484 funds tracked by Wall St. Rank held Uber as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.