Kovitz Investment Group Partners’s Uber UBER Stock Holding History

Kovitz Investment Group 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 Q1	$15.3M	Buy	212,442 +6,426	+3%	+$495K	0.35%	72
2025 Q4	$16.8M	Sell	206,016 -287,956	-58%	-$25.9M	0.37%	63
2025 Q3	$48.4M	Buy	493,972 +54,668	+12%	+$5.11M	0.19%	111
2025 Q2	$41M	Buy	439,304 +156,383	+55%	+$12.9M	0.18%	116
2025 Q1	$20.6M	Sell	282,921 -287,983	-50%	-$20.7M	0.1%	166
2024 Q4	$34.4M	Buy	570,904 +509,860	+835%	+$36.4M	0.17%	116
2024 Q3	$3.23M	Buy	61,044 +13,517	+28%	+$952K	0.02%	416
2024 Q2	$3.45M	Buy	47,527 +35,993	+312%	+$2.5M	0.03%	347
2024 Q1	$888K	Buy	+11,534	New	+$828K	0.01%	427
2023 Q3	–	Sell	-4,686	Closed	-$202K	–	412
2023 Q2	$202K	Buy	+4,686	New	+$174K	﹤0.01%	396

Other funds holding UBER

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Kovitz Investment Group Partners's UBER Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Uber (UBER) stake by 3.1% in Q1 2026, buying an estimated $495K and bringing the position to 212,442 shares worth $15.3M. The position accounts for 0.35% of the portfolio, ranked #72.

Kovitz Investment Group Partners first reported a position in UBER in Q2 2023 and has held it in 10 quarters since. The position peaked at $48.4M in Q3 2025. 2,436 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

Kovitz Investment Group Partners held 212,442 shares of Uber worth $15.3M as of Q1 2026.
Kovitz Investment Group Partners bought 6,426 Uber shares in Q1 2026, an estimated $495K.
Uber made up 0.35% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #72 holding.
Kovitz Investment Group Partners first reported a position in Uber in Q2 2023 and has held it in 10 quarters since.
Kovitz Investment Group Partners's Uber position peaked at $48.4M in Q3 2025.
2,436 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.