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Marshall & Sterling Wealth Advisors’s Uber UBER Stock Holding History

Marshall & Sterling Wealth Advisors’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
-117
Closed -$11.5K – 607
2025
Q3 		$11.5K Hold
117
– – 0.01% 322
2025
Q2 		$10.9K Sell
117
-22
-16% -$1.81K 0.01% 312
2025
Q1 		$10.1K Buy
+139
New +$10K 0.01% 316

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's UBER Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Uber (UBER) in Q4 2025, closing a stake of 117 shares — an estimated $11.5K sold.

Marshall & Sterling Wealth Advisors first reported a position in UBER in Q1 2025 and held it in 3 quarters. The position peaked at $11.5K in Q3 2025. 2,561 funds tracked by Wall St. Rank hold UBER as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Uber position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 117 Uber shares in Q4 2025, an estimated $11.5K.
  • Marshall & Sterling Wealth Advisors first reported a position in Uber in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Uber position peaked at $11.5K in Q3 2025.
  • 2,561 funds tracked by Wall St. Rank held Uber as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.