SWP
UBER icon

SIMA Wealth Partners’s Uber UBER Stock Holding History

SIMA Wealth Partners’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
-70
Closed -$4.22K – 190
2024
Q4 		$4.22K Buy
+70
New +$5K ﹤0.01% 157

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

SIMA Wealth Partners's UBER Position: Q1 2025 in Review

SIMA Wealth Partners sold out of Uber (UBER) in Q1 2025, closing a stake of 70 shares — an estimated $4.22K sold.

SIMA Wealth Partners first reported a position in UBER in Q4 2024 and held it in 1 quarter. The position peaked at $4.22K in Q4 2024. 2,149 funds tracked by Wall St. Rank hold UBER as of Q1 2025.

  • SIMA Wealth Partners reported no remaining Uber position as of Q1 2025 after selling out during the quarter.
  • SIMA Wealth Partners sold 70 Uber shares in Q1 2025, an estimated $4.22K.
  • SIMA Wealth Partners first reported a position in Uber in Q4 2024 and held it in 1 quarter.
  • SIMA Wealth Partners's Uber position peaked at $4.22K in Q4 2024.
  • 2,149 funds tracked by Wall St. Rank held Uber as of Q1 2025.

Based on SIMA Wealth Partners's 13F filing for Q1 2025, filed 15 Jun 2026.