Klingman & Associates’s Uber UBER Stock Holding History

Klingman & Associates’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
2026 Q3	$325K	Sell	4,747 -42	-0.9%	-$3.07K	0.01%	298
2026 Q2	$346K	Sell	4,789 -160	-3%	-$11.7K	0.01%	248
2026 Q1	$356K	Buy	4,949 +411	+9%	+$31.6K	0.02%	237
2025 Q4	$371K	Sell	4,538 -317	-7%	-$28.5K	0.02%	231
2025 Q3	$476K	Buy	4,855 +390	+9%	+$36.5K	0.02%	195
2025 Q2	$417K	Buy	+4,465	New	+$368K	0.02%	192
2024 Q4	–	Sell	-5,044	Closed	-$379K	–	271
2024 Q3	$379K	Buy	+5,044	New	+$355K	0.02%	188

Other funds holding UBER

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Klingman & Associates's UBER Position: Q3 2026 in Review

Klingman & Associates reduced its Uber (UBER) stake by 0.88% in Q3 2026, selling an estimated $3.07K and leaving 4,747 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #298.

Klingman & Associates first reported a position in UBER in Q3 2024 and has held it in 7 quarters since. The position peaked at $476K in Q3 2025. 1,266 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

Klingman & Associates held 4,747 shares of Uber worth $325K as of Q3 2026.
Klingman & Associates sold 42 Uber shares in Q3 2026, an estimated $3.07K.
Uber made up 0.01% of Klingman & Associates's portfolio in Q3 2026, its #298 holding.
Klingman & Associates first reported a position in Uber in Q3 2024 and has held it in 7 quarters since.
Klingman & Associates's Uber position peaked at $476K in Q3 2025.
1,266 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.