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UP Strategic Wealth Investment Advisors’s Uber UBER Stock Holding History

UP Strategic Wealth Investment 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
Q4 		– Sell
-2,477
Closed -$234K – 96
2025
Q3 		$234K Sell
2,477
-52
-2% -$4.86K 0.18% 77
2025
Q2 		$236K Buy
+2,529
New +$208K 0.18% 78

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's UBER Position: Q4 2025 in Review

UP Strategic Wealth Investment Advisors sold out of Uber (UBER) in Q4 2025, closing a stake of 2,477 shares — an estimated $234K sold.

UP Strategic Wealth Investment Advisors first reported a position in UBER in Q2 2025 and held it in 2 quarters. The position peaked at $236K in Q2 2025. 2,561 funds tracked by Wall St. Rank hold UBER as of Q4 2025.

  • UP Strategic Wealth Investment Advisors reported no remaining Uber position as of Q4 2025 after selling out during the quarter.
  • UP Strategic Wealth Investment Advisors sold 2,477 Uber shares in Q4 2025, an estimated $234K.
  • UP Strategic Wealth Investment Advisors first reported a position in Uber in Q2 2025 and held it in 2 quarters.
  • UP Strategic Wealth Investment Advisors's Uber position peaked at $236K in Q2 2025.
  • 2,561 funds tracked by Wall St. Rank held Uber as of Q4 2025.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.