Nicolet Advisory Services’s Uber UBER Stock Holding History

Nicolet Advisory Services’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	$590K	Sell	6,973 -1,577	-18%	-$142K	0.04%	210
2025 Q3	$836K	Buy	8,550 +5	+0.1%	+$468	0.07%	153
2025 Q2	$743K	Buy	8,545 +478	+6%	+$39.4K	0.06%	159
2025 Q1	$572K	Buy	8,067 +1,682	+26%	+$121K	0.06%	179
2024 Q4	$421K	Buy	6,385 +725	+13%	+$51.8K	0.04%	232
2024 Q3	$413K	Buy	5,660 +199	+4%	+$14K	0.04%	234
2024 Q2	$378K	Buy	5,461 +631	+13%	+$43.9K	0.04%	243
2024 Q1	$363K	Sell	4,830 -108	-2%	-$7.75K	0.04%	235
2023 Q4	$284K	Sell	4,938 -662	-12%	-$34.6K	0.03%	253
2023 Q3	$252K	Buy	5,600 +495	+10%	+$22.6K	0.03%	254
2023 Q2	$215K	Buy	+5,105	New	+$190K	0.02%	287

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

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

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

Norges Bank Oslo, Norway $935B AUM

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Nicolet Advisory Services's UBER Position: Q4 2025 in Review

Nicolet Advisory Services reduced its Uber (UBER) stake by 18% in Q4 2025, selling an estimated $142K and leaving 6,973 shares worth $590K. The position accounts for 0.04% of the portfolio, ranked #210.

Nicolet Advisory Services first reported a position in UBER in Q2 2023 and has held it in 11 quarters since. The position peaked at $836K in Q3 2025. 2,554 funds tracked by Wall St. Rank hold UBER as of Q4 2025.

Nicolet Advisory Services held 6,973 shares of Uber worth $590K as of Q4 2025.
Nicolet Advisory Services sold 1,577 Uber shares in Q4 2025, an estimated $142K.
Uber made up 0.04% of Nicolet Advisory Services's portfolio in Q4 2025, its #210 holding.
Nicolet Advisory Services first reported a position in Uber in Q2 2023 and has held it in 11 quarters since.
Nicolet Advisory Services's Uber position peaked at $836K in Q3 2025.
2,554 funds tracked by Wall St. Rank held Uber as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.