NFC
UBER icon

Northeast Financial Consultants’s Uber UBER Stock Holding History

Northeast Financial Consultants’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 		$950K Hold
10,177
– – 0.04% 161
2025
Q1 		$741K Hold
10,177
– – 0.03% 168
2024
Q4 		$614K Buy
10,177
+560
+6% +$40K 0.03% 180
2024
Q3 		$723K Buy
9,617
+117
+1% +$8.24K 0.03% 173
2024
Q2 		$690K Hold
9,500
– – 0.03% 165
2024
Q1 		$731K Hold
9,500
– – 0.04% 165
2023
Q4 		$585K Buy
+9,500
New +$497K 0.03% 176

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

Northeast Financial Consultants's UBER Position: Q2 2025 in Review

Northeast Financial Consultants held its Uber (UBER) position steady in Q2 2025 at 10,177 shares worth $950K. The position accounts for 0.04% of the portfolio, ranked #161.

Northeast Financial Consultants first reported a position in UBER in Q4 2023 and has held it in 7 quarters since. 2,372 funds tracked by Wall St. Rank hold UBER as of Q2 2025.

  • Northeast Financial Consultants held 10,177 shares of Uber worth $950K as of Q2 2025.
  • Northeast Financial Consultants left its Uber share count unchanged in Q2 2025.
  • Uber made up 0.04% of Northeast Financial Consultants's portfolio in Q2 2025, its #161 holding.
  • Northeast Financial Consultants first reported a position in Uber in Q4 2023 and has held it in 7 quarters since.
  • 2,372 funds tracked by Wall St. Rank held Uber as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.