SageView Advisory Group’s Uber UBER Stock Holding History

SageView Advisory Group’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 Q4	$529K	Sell	6,480 -640	-9%	-$57.6K	0.02%	350
2025 Q3	$698K	Buy	7,120 +1,726	+32%	+$161K	0.02%	321
2025 Q2	$489K	Buy	5,394 +344	+7%	+$28.3K	0.02%	372
2025 Q1	$368K	Sell	5,050 -1,788	-26%	-$129K	0.02%	410
2024 Q4	$412K	Sell	6,838 -5,281	-44%	-$377K	0.02%	377
2024 Q3	$911K	Buy	12,119 +578	+5%	+$40.7K	0.05%	212
2024 Q2	$839K	Buy	+11,541	New	+$802K	0.04%	249
2024 Q1	–	Sell	-26,355	Closed	-$1.76M	–	803
2023 Q4	$1.76M	Buy	26,355 +1,118	+4%	+$58.5K	0.08%	161
2023 Q3	$1.16M	Buy	25,237 +781	+3%	+$35.7K	0.07%	185
2023 Q2	$1.06M	Buy	24,456 +3,200	+15%	+$119K	0.06%	218
2023 Q1	$674K	Buy	+21,256	New	+$674K	0.04%	267

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

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

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

Norges Bank Oslo, Norway $935B AUM

PSCM

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

SageView Advisory Group's UBER Position: Q4 2025 in Review

SageView Advisory Group reduced its Uber (UBER) stake by 9% in Q4 2025, selling an estimated $57.6K and leaving 6,480 shares worth $529K. The position accounts for 0.02% of the portfolio, ranked #350.

SageView Advisory Group first reported a position in UBER in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.76M in Q4 2023. 2,555 funds tracked by Wall St. Rank hold UBER as of Q4 2025.

SageView Advisory Group held 6,480 shares of Uber worth $529K as of Q4 2025.
SageView Advisory Group sold 640 Uber shares in Q4 2025, an estimated $57.6K.
Uber made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #350 holding.
SageView Advisory Group first reported a position in Uber in Q1 2023 and has held it in 11 quarters since.
SageView Advisory Group's Uber position peaked at $1.76M in Q4 2023.
2,555 funds tracked by Wall St. Rank held Uber as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.