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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Klingman & Associates's UBER Position: Q1 2026 in Review

Klingman & Associates increased its Uber (UBER) stake by 9.1% in Q1 2026, buying an estimated $31.6K and bringing the position to 4,949 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #237.

Klingman & Associates first reported a position in UBER in Q3 2024 and has held it in 5 quarters since. The position peaked at $476K in Q3 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Klingman & Associates held 4,949 shares of Uber worth $356K as of Q1 2026.
  • Klingman & Associates bought 411 Uber shares in Q1 2026, an estimated $31.6K.
  • Uber made up 0.02% of Klingman & Associates's portfolio in Q1 2026, its #237 holding.
  • Klingman & Associates first reported a position in Uber in Q3 2024 and has held it in 5 quarters since.
  • Klingman & Associates's Uber position peaked at $476K in Q3 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.