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Moneta Group Investment Advisors’s Uber UBER Stock Holding History

Moneta Group Investment Advisors’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 		$1.02M Sell
14,187
-436
-3% -$33.6K 0.01% 358
2025
Q4 		$1.19M Buy
14,623
+3,456
+31% +$311K 0.01% 333
2025
Q3 		$1.09M Sell
11,167
-2,478
-18% -$232K 0.01% 341
2025
Q2 		$1.27M Buy
13,645
+785
+6% +$64.6K 0.02% 276
2025
Q1 		$937K Buy
12,860
+2,399
+23% +$173K 0.01% 297
2024
Q4 		$631K Buy
10,461
+829
+9% +$59.2K 0.01% 358
2024
Q3 		$724K Buy
9,632
+368
+4% +$25.9K 0.01% 331
2024
Q2 		$673K Buy
9,264
+1,995
+27% +$139K 0.01% 332
2024
Q1 		$560K Buy
7,269
+1,438
+25% +$103K 0.01% 356
2023
Q4 		$359K Buy
5,831
+4
+0.1% +$209 0.01% 400
2023
Q3 		$268K Sell
5,827
-244
-4% -$11.1K 0.01% 429
2023
Q2 		$262K Sell
6,071
-555
-8% -$20.6K 0.01% 449
2023
Q1 		$210K Buy
+6,626
New +$210K 0.01% 490
2021
Q2 		– Sell
-5,430
Closed -$296K – 459
2021
Q1 		$296K Buy
5,430
+254
+5% +$14.2K 0.02% 336
2020
Q4 		$264K Buy
+5,176
New +$232K 0.02% 269

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

Moneta Group Investment Advisors's UBER Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Uber (UBER) stake by 3% in Q1 2026, selling an estimated $33.6K and leaving 14,187 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #358.

Moneta Group Investment Advisors first reported a position in UBER in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.27M in Q2 2025. 2,430 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Moneta Group Investment Advisors held 14,187 shares of Uber worth $1.02M as of Q1 2026.
  • Moneta Group Investment Advisors sold 436 Uber shares in Q1 2026, an estimated $33.6K.
  • Uber made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #358 holding.
  • Moneta Group Investment Advisors first reported a position in Uber in Q4 2020 and has held it in 15 quarters since.
  • Moneta Group Investment Advisors's Uber position peaked at $1.27M in Q2 2025.
  • 2,430 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.