Wealth Effects’s Uber UBER Stock Holding History

Wealth Effects’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	-2,202	Closed	-$216K	–	230
2025 Q3	$216K	Hold	2,202	–	–	0.07%	195
2025 Q2	$205K	Buy	+2,202	New	+$181K	0.08%	189
2024 Q4	–	Sell	-2,927	Closed	-$220K	–	230
2024 Q3	$220K	Buy	+2,927	New	+$206K	0.08%	184

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

Wealth Effects's UBER Position: Q4 2025 in Review

Wealth Effects sold out of Uber (UBER) in Q4 2025, closing a stake of 2,202 shares — an estimated $216K sold.

Wealth Effects first reported a position in UBER in Q3 2024 and held it in 3 quarters. The position peaked at $220K in Q3 2024. 2,561 funds tracked by Wall St. Rank hold UBER as of Q4 2025.

Wealth Effects reported no remaining Uber position as of Q4 2025 after selling out during the quarter.
Wealth Effects sold 2,202 Uber shares in Q4 2025, an estimated $216K.
Wealth Effects first reported a position in Uber in Q3 2024 and held it in 3 quarters.
Wealth Effects's Uber position peaked at $220K in Q3 2024.
2,561 funds tracked by Wall St. Rank held Uber as of Q4 2025.

Based on Wealth Effects's 13F filing for Q4 2025, filed 26 Jan 2026.