Waypoint Wealth Counsel’s Uber UBER Stock Holding History

Waypoint Wealth Counsel’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	-2,057	Closed	-$202K	–	321
2025 Q3	$202K	Buy	+2,057	New	+$192K	0.08%	253

Other funds holding UBER

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Waypoint Wealth Counsel's UBER Position: Q4 2025 in Review

Waypoint Wealth Counsel sold out of Uber (UBER) in Q4 2025, closing a stake of 2,057 shares — an estimated $202K sold.

Waypoint Wealth Counsel first reported a position in UBER in Q3 2025 and held it in 1 quarter. The position peaked at $202K in Q3 2025. 2,562 funds tracked by Wall St. Rank hold UBER as of Q4 2025.

Waypoint Wealth Counsel reported no remaining Uber position as of Q4 2025 after selling out during the quarter.
Waypoint Wealth Counsel sold 2,057 Uber shares in Q4 2025, an estimated $202K.
Waypoint Wealth Counsel first reported a position in Uber in Q3 2025 and held it in 1 quarter.
Waypoint Wealth Counsel's Uber position peaked at $202K in Q3 2025.
2,562 funds tracked by Wall St. Rank held Uber as of Q4 2025.

Based on Waypoint Wealth Counsel's 13F filing for Q4 2025, filed 28 Jan 2026.