TrueWealth Advisors’s Uber UBER Stock Holding History

TrueWealth Advisors’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	-8,469	Closed	-$511K	–	236
2024 Q4	$511K	Buy	+8,469	New	+$605K	0.17%	112

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TrueWealth Advisors's UBER Position: Q1 2025 in Review

TrueWealth Advisors sold out of Uber (UBER) in Q1 2025, closing a stake of 8,469 shares — an estimated $511K sold.

TrueWealth Advisors first reported a position in UBER in Q4 2024 and held it in 1 quarter. The position peaked at $511K in Q4 2024. 2,150 funds tracked by Wall St. Rank hold UBER as of Q1 2025.

TrueWealth Advisors reported no remaining Uber position as of Q1 2025 after selling out during the quarter.
TrueWealth Advisors sold 8,469 Uber shares in Q1 2025, an estimated $511K.
TrueWealth Advisors first reported a position in Uber in Q4 2024 and held it in 1 quarter.
TrueWealth Advisors's Uber position peaked at $511K in Q4 2024.
2,150 funds tracked by Wall St. Rank held Uber as of Q1 2025.

Based on TrueWealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.