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Whitaker-Myers Wealth Managers’s Uber UBER Stock Holding History

Whitaker-Myers Wealth Managers’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
-9,444
Closed -$570K – 139
2024
Q4 		$570K Buy
+9,444
New +$674K 0.17% 55

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Whitaker-Myers Wealth Managers's UBER Position: Q1 2025 in Review

Whitaker-Myers Wealth Managers sold out of Uber (UBER) in Q1 2025, closing a stake of 9,444 shares — an estimated $570K sold.

Whitaker-Myers Wealth Managers first reported a position in UBER in Q4 2024 and held it in 1 quarter. The position peaked at $570K in Q4 2024. 2,150 funds tracked by Wall St. Rank hold UBER as of Q1 2025.

  • Whitaker-Myers Wealth Managers reported no remaining Uber position as of Q1 2025 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 9,444 Uber shares in Q1 2025, an estimated $570K.
  • Whitaker-Myers Wealth Managers first reported a position in Uber in Q4 2024 and held it in 1 quarter.
  • Whitaker-Myers Wealth Managers's Uber position peaked at $570K in Q4 2024.
  • 2,150 funds tracked by Wall St. Rank held Uber as of Q1 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q1 2025, filed 14 Apr 2025.