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Keudell/Morrison Wealth Management’s Uber UBER Stock Holding History

Keudell/Morrison 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 		– Sell
-3,528
Closed -$257K – 245
2025
Q1 		$257K Sell
3,528
-362
-9% -$26.1K 0.06% 182
2024
Q4 		$235K Buy
3,890
+517
+15% +$36.9K 0.06% 192
2024
Q3 		$254K Sell
3,373
-371
-10% -$26.1K 0.07% 182
2024
Q2 		$272K Buy
+3,744
New +$260K 0.08% 167

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

Keudell/Morrison Wealth Management's UBER Position: Q2 2025 in Review

Keudell/Morrison Wealth Management sold out of Uber (UBER) in Q2 2025, closing a stake of 3,528 shares — an estimated $257K sold.

Keudell/Morrison Wealth Management first reported a position in UBER in Q2 2024 and held it in 4 quarters. The position peaked at $272K in Q2 2024. 2,372 funds tracked by Wall St. Rank hold UBER as of Q2 2025.

  • Keudell/Morrison Wealth Management reported no remaining Uber position as of Q2 2025 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 3,528 Uber shares in Q2 2025, an estimated $257K.
  • Keudell/Morrison Wealth Management first reported a position in Uber in Q2 2024 and held it in 4 quarters.
  • Keudell/Morrison Wealth Management's Uber position peaked at $272K in Q2 2024.
  • 2,372 funds tracked by Wall St. Rank held Uber as of Q2 2025.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.