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Walled Lake Planning & Wealth Management’s Uber UBER Stock Holding History

Walled Lake Planning & 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
Q4 		– Sell
-2,200
Closed -$216K – 146
2025
Q3 		$216K Sell
2,200
-200
-8% -$18.7K 0.07% 130
2025
Q2 		$224K Buy
+2,400
New +$198K 0.07% 128
2021
Q4 		– Sell
-90
Closed -$4K – 296
2021
Q3 		$4K Hold
90
– – ﹤0.01% 295
2021
Q2 		$5K Hold
90
– – ﹤0.01% 273
2021
Q1 		$5K Buy
+90
New +$5.02K ﹤0.01% 265

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

Walled Lake Planning & Wealth Management's UBER Position: Q4 2025 in Review

Walled Lake Planning & Wealth Management sold out of Uber (UBER) in Q4 2025, closing a stake of 2,200 shares — an estimated $216K sold.

Walled Lake Planning & Wealth Management first reported a position in UBER in Q1 2021 and held it in 5 quarters. The position peaked at $224K in Q2 2025. 2,561 funds tracked by Wall St. Rank hold UBER as of Q4 2025.

  • Walled Lake Planning & Wealth Management reported no remaining Uber position as of Q4 2025 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 2,200 Uber shares in Q4 2025, an estimated $216K.
  • Walled Lake Planning & Wealth Management first reported a position in Uber in Q1 2021 and held it in 5 quarters.
  • Walled Lake Planning & Wealth Management's Uber position peaked at $224K in Q2 2025.
  • 2,561 funds tracked by Wall St. Rank held Uber as of Q4 2025.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.