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MBL Wealth’s Uber UBER Stock Holding History

MBL 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
2026
Q1 		$419K Buy
5,822
+585
+11% +$45K 0.03% 221
2025
Q4 		$428K Buy
5,237
+600
+13% +$54K 0.03% 196
2025
Q3 		$454K Buy
4,637
+1,064
+30% +$99.5K 0.04% 165
2025
Q2 		$333K Buy
3,573
+213
+6% +$17.5K 0.03% 176
2025
Q1 		$245K Sell
3,360
-2,928
-47% -$211K 0.02% 206
2024
Q4 		$379K Buy
6,288
+385
+7% +$27.5K 0.04% 149
2024
Q3 		$444K Buy
5,903
+157
+3% +$11.1K 0.05% 142
2024
Q2 		$418K Buy
+5,746
New +$399K 0.05% 139

Other funds holding UBER

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return