Palo Alto Wealth Advisors’s Uber UBER Stock Holding History

Palo Alto 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 Q3	$660K	Buy	7,047 +53	+0.8%	+$4.96K	0.19%	32
2025 Q2	$653K	Buy	6,994 +9	+0.1%	+$741	0.25%	29
2025 Q1	$641K	Sell	6,985 -835	-11%	-$60.2K	0.25%	27
2024 Q4	$472K	Buy	7,820 +20	+0.3%	+$1.43K	0.17%	31
2024 Q3	$628K	Buy	7,800 +400	+5%	+$28.2K	0.26%	24
2024 Q2	$538K	Hold	7,400	–	–	0.37%	23
2024 Q1	$570K	Sell	7,400 -1,400	-16%	-$100K	0.4%	23
2023 Q4	$542K	Hold	8,800	–	–	0.41%	26
2023 Q3	$405K	Sell	8,800 -5,000	-36%	-$228K	0.34%	26
2023 Q2	$596K	Sell	13,800 -4,000	-22%	-$149K	0.48%	25
2023 Q1	$564K	Hold	17,800	–	–	0.45%	30
2022 Q4	$440K	Buy	+17,800	New	+$487K	0.38%	30

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

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

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

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

Palo Alto Wealth Advisors's UBER Position: Q3 2025 in Review

Palo Alto Wealth Advisors increased its Uber (UBER) stake by 0.76% in Q3 2025, buying an estimated $4.96K and bringing the position to 7,047 shares worth $660K. The position accounts for 0.19% of the portfolio, ranked #32.

Palo Alto Wealth Advisors first reported a position in UBER in Q4 2022 and has held it in 12 quarters since. 2,484 funds tracked by Wall St. Rank hold UBER as of Q3 2025.

Palo Alto Wealth Advisors held 7,047 shares of Uber worth $660K as of Q3 2025.
Palo Alto Wealth Advisors bought 53 Uber shares in Q3 2025, an estimated $4.96K.
Uber made up 0.19% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #32 holding.
Palo Alto Wealth Advisors first reported a position in Uber in Q4 2022 and has held it in 12 quarters since.
2,484 funds tracked by Wall St. Rank held Uber as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.