The Family Firm’s Uber UBER Stock Holding History

The Family Firm’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 Q2	–	Sell	-4,088	Closed	-$298K	–	189
2025 Q1	$298K	Hold	4,088	–	–	0.07%	164
2024 Q4	$247K	Hold	4,088	–	–	0.05%	186
2024 Q3	$307K	Hold	4,088	–	–	0.07%	163
2024 Q2	$297K	Hold	4,088	–	–	0.07%	154
2024 Q1	$315K	Hold	4,088	–	–	0.08%	152
2023 Q4	$252K	Buy	+4,088	New	+$214K	0.06%	168
2023 Q3	–	Sell	-6,236	Closed	-$269K	–	184
2023 Q2	$269K	Buy	+6,236	New	+$232K	0.07%	154

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

The Family Firm's UBER Position: Q2 2025 in Review

The Family Firm sold out of Uber (UBER) in Q2 2025, closing a stake of 4,088 shares — an estimated $298K sold.

The Family Firm first reported a position in UBER in Q2 2023 and held it in 7 quarters. The position peaked at $315K in Q1 2024. 2,373 funds tracked by Wall St. Rank hold UBER as of Q2 2025.

The Family Firm reported no remaining Uber position as of Q2 2025 after selling out during the quarter.
The Family Firm sold 4,088 Uber shares in Q2 2025, an estimated $298K.
The Family Firm first reported a position in Uber in Q2 2023 and held it in 7 quarters.
The Family Firm's Uber position peaked at $315K in Q1 2024.
2,373 funds tracked by Wall St. Rank held Uber as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.