Williams & Novak’s Uber UBER Stock Holding History

Williams & Novak’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	-7,227	Closed	-$436K	–	146
2024 Q4	$436K	Buy	+7,227	New	+$516K	0.42%	60

Other funds holding UBER

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Williams & Novak's UBER Position: Q1 2025 in Review

Williams & Novak sold out of Uber (UBER) in Q1 2025, closing a stake of 7,227 shares — an estimated $436K sold.

Williams & Novak first reported a position in UBER in Q4 2024 and held it in 1 quarter. The position peaked at $436K in Q4 2024. 2,150 funds tracked by Wall St. Rank hold UBER as of Q1 2025.

Williams & Novak reported no remaining Uber position as of Q1 2025 after selling out during the quarter.
Williams & Novak sold 7,227 Uber shares in Q1 2025, an estimated $436K.
Williams & Novak first reported a position in Uber in Q4 2024 and held it in 1 quarter.
Williams & Novak's Uber position peaked at $436K in Q4 2024.
2,150 funds tracked by Wall St. Rank held Uber as of Q1 2025.

Based on Williams & Novak's 13F filing for Q1 2025, filed 15 May 2025.