Vanguard Capital Wealth Advisors’s Uber UBER Stock Holding History

Vanguard Capital Wealth 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	-7,300	Closed	-$440K	–	131
2024 Q4	$440K	Buy	+7,300	New	+$521K	0.48%	45
2024 Q3	–	Sell	-11,200	Closed	-$814K	–	157
2024 Q2	$814K	Buy	11,200 +1,550	+16%	+$108K	0.55%	37
2024 Q1	$743K	Sell	9,650 -3,600	-27%	-$258K	0.52%	43
2023 Q4	$816K	Sell	13,250 -7,500	-36%	-$392K	0.66%	30
2023 Q3	$954K	Sell	20,750 -1,600	-7%	-$73.1K	0.88%	22
2023 Q2	$965K	Buy	22,350 +11,200	+100%	+$416K	0.88%	22
2023 Q1	$353K	Sell	11,150 -3,050	-21%	-$96.7K	0.35%	69
2022 Q4	$351K	Buy	+14,200	New	+$389K	0.41%	62
2022 Q1	–	Sell	-13,500	Closed	-$566K	–	168
2021 Q4	$566K	Buy	+13,500	New	+$582K	0.41%	62

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

Vanguard Capital Wealth Advisors's UBER Position: Q1 2025 in Review

Vanguard Capital Wealth Advisors sold out of Uber (UBER) in Q1 2025, closing a stake of 7,300 shares — an estimated $440K sold.

Vanguard Capital Wealth Advisors first reported a position in UBER in Q4 2021 and held it in 9 quarters. The position peaked at $965K in Q2 2023. 2,149 funds tracked by Wall St. Rank hold UBER as of Q1 2025.

Vanguard Capital Wealth Advisors reported no remaining Uber position as of Q1 2025 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 7,300 Uber shares in Q1 2025, an estimated $440K.
Vanguard Capital Wealth Advisors first reported a position in Uber in Q4 2021 and held it in 9 quarters.
Vanguard Capital Wealth Advisors's Uber position peaked at $965K in Q2 2023.
2,149 funds tracked by Wall St. Rank held Uber as of Q1 2025.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.