RMR Wealth Builders’s Uber UBER Stock Holding History

RMR Wealth Builders’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	$2.86M	Buy	39,743 +8,755	+28%	+$674K	0.23%	69
2025 Q4	$2.53M	Buy	30,988 +5,171	+20%	+$466K	0.2%	73
2025 Q3	$2.53M	Buy	25,817 +1,567	+6%	+$147K	0.21%	59
2025 Q2	$2.26M	Buy	24,250 +2,083	+9%	+$171K	0.21%	63
2025 Q1	$1.62M	Buy	22,167 +6,685	+43%	+$482K	0.17%	79
2024 Q4	$934K	Buy	15,482 +1,869	+14%	+$133K	0.1%	112
2024 Q3	$1.02M	Sell	13,613 -736	-5%	-$51.8K	0.11%	104
2024 Q2	$1.04M	Buy	14,349 +2,103	+17%	+$146K	0.12%	96
2024 Q1	$943K	Buy	+12,246	New	+$879K	0.11%	101
2021 Q2	–	Sell	-3,307	Closed	-$180K	–	671
2021 Q1	$180K	Buy	3,307 +489	+17%	+$27.3K	0.05%	200
2020 Q4	$144K	Buy	+2,818	New	+$126K	0.07%	181
2020 Q3	–	Sell	-1,377	Closed	-$43K	–	451
2020 Q2	$43K	Buy	+1,377	New	+$42.9K	0.04%	240

Other funds holding UBER

BlackRock New York $5.7T 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