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Tyler-Stone Wealth Management’s Uber UBER Stock Holding History

Tyler-Stone 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 		$3.96M Sell
42,405
-5,430
-11% -$447K 0.64% 33
2025
Q1 		$3.49M Buy
47,835
+7,304
+18% +$526K 0.63% 36
2024
Q4 		$2.44M Buy
40,531
+1,895
+5% +$135K 0.43% 47
2024
Q3 		$2.9M Buy
38,636
+19,941
+107% +$1.4M 0.55% 39
2024
Q2 		$1.36M Buy
18,695
+206
+1% +$14.3K 0.56% 38
2024
Q1 		$1.42M Buy
18,489
+2,225
+14% +$160K 0.63% 35
2023
Q4 		$1M Buy
16,264
+4,180
+35% +$219K 0.5% 42
2023
Q3 		$556K Buy
12,084
+3,339
+38% +$153K 0.32% 65
2023
Q2 		$378K Buy
+8,745
New +$325K 0.21% 94
2022
Q4 		$187K Sell
7,570
-400
-5% -$10.9K 0.13% 149
2022
Q3 		$211K Buy
7,970
+3,350
+73% +$92.6K 0.16% 125
2022
Q2 		$95K Buy
4,620
+3,100
+204% +$82.3K 0.06% 243
2022
Q1 		$54K Buy
1,520
+670
+79% +$24.1K 0.03% 333
2021
Q4 		$36K Buy
+850
New +$36.6K 0.02% 411

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

Tyler-Stone Wealth Management's UBER Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its Uber (UBER) stake by 11% in Q2 2025, selling an estimated $447K and leaving 42,405 shares worth $3.96M. The position accounts for 0.64% of the portfolio, ranked #33.

Tyler-Stone Wealth Management first reported a position in UBER in Q4 2021 and has held it in 14 quarters since. 2,372 funds tracked by Wall St. Rank hold UBER as of Q2 2025.

  • Tyler-Stone Wealth Management held 42,405 shares of Uber worth $3.96M as of Q2 2025.
  • Tyler-Stone Wealth Management sold 5,430 Uber shares in Q2 2025, an estimated $447K.
  • Uber made up 0.64% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #33 holding.
  • Tyler-Stone Wealth Management first reported a position in Uber in Q4 2021 and has held it in 14 quarters since.
  • 2,372 funds tracked by Wall St. Rank held Uber as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.