Marcum Wealth’s Uber UBER Stock Holding History

Marcum Wealth’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 Q1	$333K	Buy	4,575 +344	+8%	+$24.8K	0.03%	263
2024 Q4	$255K	Sell	4,231 -315	-7%	-$22.5K	0.02%	316
2024 Q3	$342K	Buy	4,546 +173	+4%	+$12.2K	0.03%	257
2024 Q2	$318K	Sell	4,373 -13	-0.3%	-$904	0.03%	260
2024 Q1	$338K	Sell	4,386 -397	-8%	-$28.5K	0.03%	248
2023 Q4	$294K	Sell	4,783 -883	-16%	-$46.2K	0.03%	257
2023 Q3	$261K	Buy	5,666 +1,017	+22%	+$46.5K	0.03%	270
2023 Q2	$201K	Buy	+4,649	New	+$173K	0.02%	335
2021 Q3	–	Sell	-4,267	Closed	-$214K	–	380
2021 Q2	$214K	Sell	4,267 -185	-4%	-$9.66K	0.03%	270
2021 Q1	$243K	Sell	4,452 -2,236	-33%	-$125K	0.04%	252
2020 Q4	$341K	Buy	6,688 +300	+5%	+$13.4K	0.08%	93
2020 Q3	$233K	Buy	+6,388	New	+$211K	0.07%	100

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Marcum Wealth's UBER Position: Q1 2025 in Review

Marcum Wealth increased its Uber (UBER) stake by 8.1% in Q1 2025, buying an estimated $24.8K and bringing the position to 4,575 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #263.

Marcum Wealth first reported a position in UBER in Q3 2020 and has held it in 12 quarters since. The position peaked at $342K in Q3 2024. 2,150 funds tracked by Wall St. Rank hold UBER as of Q1 2025.

Marcum Wealth held 4,575 shares of Uber worth $333K as of Q1 2025.
Marcum Wealth bought 344 Uber shares in Q1 2025, an estimated $24.8K.
Uber made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #263 holding.
Marcum Wealth first reported a position in Uber in Q3 2020 and has held it in 12 quarters since.
Marcum Wealth's Uber position peaked at $342K in Q3 2024.
2,150 funds tracked by Wall St. Rank held Uber as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.