Tower View Wealth Management’s Uber UBER Stock Holding History

Tower View Wealth Management’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	-24,408	Closed	-$1.78M	–	204
2025 Q1	$1.78M	Buy	24,408 +439	+2%	+$31.6K	1.04%	39
2024 Q4	$1.45M	Buy	+23,969	New	+$1.71M	0.76%	43
2022 Q3	–	Sell	-300	Closed	-$6K	–	174
2022 Q2	$6K	Buy	+300	New	+$7.96K	﹤0.01%	134
2021 Q3	–	Sell	-2	Closed	–	–	237
2021 Q2	$0	Hold	2	–	–	﹤0.01%	200
2021 Q1	$0	Buy	+2	New	+$112	﹤0.01%	214

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

Tower View Wealth Management's UBER Position: Q2 2025 in Review

Tower View Wealth Management sold out of Uber (UBER) in Q2 2025, closing a stake of 24,408 shares — an estimated $1.78M sold.

Tower View Wealth Management first reported a position in UBER in Q1 2021 and held it in 5 quarters. The position peaked at $1.78M in Q1 2025. 2,372 funds tracked by Wall St. Rank hold UBER as of Q2 2025.

Tower View Wealth Management reported no remaining Uber position as of Q2 2025 after selling out during the quarter.
Tower View Wealth Management sold 24,408 Uber shares in Q2 2025, an estimated $1.78M.
Tower View Wealth Management first reported a position in Uber in Q1 2021 and held it in 5 quarters.
Tower View Wealth Management's Uber position peaked at $1.78M in Q1 2025.
2,372 funds tracked by Wall St. Rank held Uber as of Q2 2025.

Based on Tower View Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.