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
2024 Q3	–	Sell	-25	Closed	-$30K	–	897
2024 Q2	$30K	Buy	25 +2	+9%	+$139	0.01%	454
2024 Q1	$39.3K	Buy	23 +7	+44%	+$502	0.02%	405
2023 Q4	$16.7K	Buy	16 +12	+300%	+$628	0.01%	539
2023 Q3	$3K	Hold	4	–	–	﹤0.01%	789
2023 Q2	$3K	Buy	+4	New	+$149	﹤0.01%	781

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

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. 2,373 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.
2,373 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.