KFP
UBER icon

KMG Fiduciary Partners’s Uber UBER Stock Holding History

KMG Fiduciary Partners’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 		$2.52M Buy
34,921
+3,410
+11% +$250K 0.23% 83
2026
Q1 		$2.27M Sell
31,511
-441
-1% -$33.9K 0.17% 127
2025
Q4 		$2.61M Sell
31,952
-7,619
-19% -$686K 0.19% 109
2025
Q3 		$3.88M Sell
39,571
-3
-0% -$281 0.26% 93
2025
Q2 		$3.69M Buy
39,574
+6,256
+19% +$515K 0.27% 86
2025
Q1 		$2.43M Buy
33,318
+12,433
+60% +$896K 0.2% 110
2024
Q4 		$1.26M Sell
20,885
-544
-3% -$38.8K 0.1% 161
2024
Q3 		$1.61M Buy
21,429
+422
+2% +$29.7K 0.14% 141
2024
Q2 		$1.53M Buy
21,007
+609
+3% +$42.3K 0.15% 119
2024
Q1 		$1.57M Buy
+20,398
New +$1.46M 0.16% 113
2022
Q2 		– Sell
-14,982
Closed -$535K – 215
2022
Q1 		$535K Sell
14,982
-14,894
-50% -$536K 0.09% 145
2021
Q4 		$1.25M Sell
29,876
-359
-1% -$15.5K 0.19% 96
2021
Q3 		$1.35M Buy
30,235
+3,973
+15% +$174K 0.23% 96
2021
Q2 		$1.32M Sell
26,262
-308
-1% -$16.1K 0.23% 87
2021
Q1 		$1.45M Buy
26,570
+742
+3% +$41.4K 0.28% 77
2020
Q4 		$1.4M Sell
25,828
-123
-0.5% -$5.51K 0.29% 80
2020
Q3 		$947K Buy
+25,951
New +$857K 0.24% 85

Other funds holding UBER

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

KMG Fiduciary Partners's UBER Position: Q2 2026 in Review

KMG Fiduciary Partners increased its Uber (UBER) stake by 11% in Q2 2026, buying an estimated $250K and bringing the position to 34,921 shares worth $2.52M. The position accounts for 0.23% of the portfolio, ranked #83.

KMG Fiduciary Partners first reported a position in UBER in Q3 2020 and has held it in 17 quarters since. The position peaked at $3.88M in Q3 2025. 344 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • KMG Fiduciary Partners held 34,921 shares of Uber worth $2.52M as of Q2 2026.
  • KMG Fiduciary Partners bought 3,410 Uber shares in Q2 2026, an estimated $250K.
  • Uber made up 0.23% of KMG Fiduciary Partners's portfolio in Q2 2026, its #83 holding.
  • KMG Fiduciary Partners first reported a position in Uber in Q3 2020 and has held it in 17 quarters since.
  • KMG Fiduciary Partners's Uber position peaked at $3.88M in Q3 2025.
  • 344 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.