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West Oak Capital’s Uber UBER Stock Holding History

West Oak Capital’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
Q3 		– Sell
-300
Closed -$280 – 309
2025
Q2 		$280 Buy
+300
New +$24.7K 0.01% 198
2024
Q4 		– Sell
-300
Closed -$225 – 317
2024
Q3 		$225 Hold
300
– – ﹤0.01% 212
2024
Q2 		$21.8K Buy
+300
New +$20.9K 0.01% 215
2022
Q2 		– Sell
-170
Closed -$6K – 368
2022
Q1 		$6K Buy
170
+40
+31% +$1.44K ﹤0.01% 295
2021
Q4 		$5K Buy
130
+10
+8% +$431 ﹤0.01% 306
2021
Q3 		$5K Hold
120
– – ﹤0.01% 311
2021
Q2 		$6K Buy
120
+10
+9% +$522 ﹤0.01% 301
2021
Q1 		$6K Buy
110
+100
+1,000% +$5.58K ﹤0.01% 291
2020
Q4 		$1K Hold
10
– – ﹤0.01% 313
2020
Q3 		$0 Hold
10
– – ﹤0.01% 331
2020
Q2 		$0 Buy
10
+6
+150% +$187 ﹤0.01% 335
2020
Q1 		$0 Buy
+4
New +$132 ﹤0.01% 316

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

West Oak Capital's UBER Position: Q3 2025 in Review

West Oak Capital sold out of Uber (UBER) in Q3 2025, closing a stake of 300 shares — an estimated $280 sold.

West Oak Capital first reported a position in UBER in Q1 2020 and held it in 12 quarters. The position peaked at $21.8K in Q2 2024. 2,485 funds tracked by Wall St. Rank hold UBER as of Q3 2025.

  • West Oak Capital reported no remaining Uber position as of Q3 2025 after selling out during the quarter.
  • West Oak Capital sold 300 Uber shares in Q3 2025, an estimated $280.
  • West Oak Capital first reported a position in Uber in Q1 2020 and held it in 12 quarters.
  • West Oak Capital's Uber position peaked at $21.8K in Q2 2024.
  • 2,485 funds tracked by Wall St. Rank held Uber as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.