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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Klingman & Associates's UBER Position: Q2 2026 in Review

Klingman & Associates reduced its Uber (UBER) stake by 3.2% in Q2 2026, selling an estimated $11.7K and leaving 4,789 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #248.

Klingman & Associates first reported a position in UBER in Q3 2024 and has held it in 6 quarters since. The position peaked at $476K in Q3 2025. 2,429 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Klingman & Associates held 4,789 shares of Uber worth $346K as of Q2 2026.
Klingman & Associates sold 160 Uber shares in Q2 2026, an estimated $11.7K.
Uber made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #248 holding.
Klingman & Associates first reported a position in Uber in Q3 2024 and has held it in 6 quarters since.
Klingman & Associates's Uber position peaked at $476K in Q3 2025.
2,429 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.