OIA
UBER icon

Optimum Investment Advisors’s Uber UBER Stock Holding History

Optimum Investment 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
Q3 		$614K Buy
6,265
+564
+10% +$52.7K 0.24% 82
2025
Q2 		$532K Buy
5,701
+5,456
+2,227% +$449K 0.23% 87
2025
Q1 		$17.9K Hold
245
– – 0.01% 452
2024
Q4 		$14.8K Hold
245
– – 0.01% 468
2024
Q3 		$18.4K Buy
245
+65
+36% +$4.58K 0.01% 458
2024
Q2 		$13.1K Hold
180
– – 0.01% 498
2024
Q1 		$13.9K Hold
180
– – 0.01% 492
2023
Q4 		$11.1K Hold
180
– – 0.01% 504
2023
Q3 		$8.28K Hold
180
– – ﹤0.01% 561
2023
Q2 		$7.77K Hold
180
– – ﹤0.01% 572
2023
Q1 		$5.71K Sell
180
-200
-53% -$6.34K ﹤0.01% 614
2022
Q4 		$9.4K Sell
380
-60
-14% -$1.64K 0.01% 574
2022
Q3 		$12K Hold
440
– – 0.01% 567
2022
Q2 		$9K Sell
440
-600
-58% -$15.9K ﹤0.01% 621
2022
Q1 		$37K Sell
1,040
-565
-35% -$20.3K 0.02% 492
2021
Q4 		$67K Hold
1,605
– – 0.03% 406
2021
Q3 		$72K Sell
1,605
-623
-28% -$27.2K 0.03% 394
2021
Q2 		$112K Buy
2,228
+803
+56% +$41.9K 0.03% 360
2021
Q1 		$78K Buy
1,425
+425
+43% +$23.7K 0.02% 417
2020
Q4 		$51K Buy
1,000
+800
+400% +$35.9K 0.02% 476
2020
Q3 		$7K Hold
200
– – ﹤0.01% 741
2020
Q2 		$6K Hold
200
– – ﹤0.01% 742
2020
Q1 		$6K Buy
+200
New +$6.58K ﹤0.01% 743

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

Optimum Investment Advisors's UBER Position: Q3 2025 in Review

Optimum Investment Advisors increased its Uber (UBER) stake by 9.9% in Q3 2025, buying an estimated $52.7K and bringing the position to 6,265 shares worth $614K. The position accounts for 0.24% of the portfolio, ranked #82.

Optimum Investment Advisors first reported a position in UBER in Q1 2020 and has held it in 23 quarters since. 2,485 funds tracked by Wall St. Rank hold UBER as of Q3 2025.

  • Optimum Investment Advisors held 6,265 shares of Uber worth $614K as of Q3 2025.
  • Optimum Investment Advisors bought 564 Uber shares in Q3 2025, an estimated $52.7K.
  • Uber made up 0.24% of Optimum Investment Advisors's portfolio in Q3 2025, its #82 holding.
  • Optimum Investment Advisors first reported a position in Uber in Q1 2020 and has held it in 23 quarters since.
  • 2,485 funds tracked by Wall St. Rank held Uber as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.