Pasadena Private Wealth’s Uber UBER Stock Holding History

Pasadena Private Wealth’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
2026 Q1	$2.06K	Hold	200	–	–	﹤0.01%	272
2025 Q4	$3.6K	Hold	200	–	–	﹤0.01%	266
2025 Q3	$6.56K	Hold	200	–	–	﹤0.01%	213
2025 Q2	$6.17K	Buy	+200	New	+$16.5K	﹤0.01%	198
2024 Q2	–	Sell	-200	Closed	-$10.6K	–	166
2024 Q1	$10.6K	Sell	200 -3,300	-94%	-$237K	﹤0.01%	147
2023 Q4	$68.5K	Buy	+3,500	New	+$183K	0.02%	145
2023 Q1	–	Sell	-12,900	Closed	-$7.85K	–	123
2022 Q4	$7.85K	Hold	12,900	–	–	﹤0.01%	101
2022 Q3	$15K	Buy	12,900 +1,700	+15%	+$47K	0.01%	91
2022 Q2	$7K	Buy	+11,200	New	+$297K	﹤0.01%	92
2022 Q1	–	Sell	-13,500	Closed	-$26K	–	121
2021 Q4	$26K	Buy	13,500 +4,000	+42%	+$172K	0.01%	109
2021 Q3	$30K	Buy	+9,500	New	+$415K	0.01%	89
2020 Q3	–	Sell	-6,000	Closed	-$15K	–	87
2020 Q2	$15K	Buy	+6,000	New	+$187K	0.01%	70

Other funds holding UBER

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors

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

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Geode Capital Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Fidelity Investments

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