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Pacific Capital Wealth Advisors’s Uber UBER Stock Holding History

Pacific Capital 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
Q1 		– Sell
-270
Closed -$16.3K – 354
2024
Q4 		$16.3K Sell
270
-37
-12% -$2.64K ﹤0.01% 237
2024
Q3 		$23.1K Sell
307
-152
-33% -$10.7K ﹤0.01% 223
2024
Q2 		$33.4K Buy
+459
New +$31.9K 0.01% 190

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pacific Capital Wealth Advisors's UBER Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Uber (UBER) in Q1 2025, closing a stake of 270 shares — an estimated $16.3K sold.

Pacific Capital Wealth Advisors first reported a position in UBER in Q2 2024 and held it in 3 quarters. The position peaked at $33.4K in Q2 2024. 2,149 funds tracked by Wall St. Rank hold UBER as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Uber position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 270 Uber shares in Q1 2025, an estimated $16.3K.
  • Pacific Capital Wealth Advisors first reported a position in Uber in Q2 2024 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's Uber position peaked at $33.4K in Q2 2024.
  • 2,149 funds tracked by Wall St. Rank held Uber as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.