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Montag & Associates’s Uber UBER Stock Holding History

Montag & 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 		$4.59M Buy
63,581
+5,103
+9% +$374K 0.19% 97
2026
Q1 		$4.21M Sell
58,478
-3,935
-6% -$303K 0.2% 103
2025
Q4 		$5.1M Sell
62,413
-45,427
-42% -$4.09M 0.23% 88
2025
Q3 		$10.6M Buy
107,840
+14,942
+16% +$1.4M 0.49% 53
2025
Q2 		$8.67M Buy
92,898
+89,416
+2,568% +$7.36M 0.42% 62
2025
Q1 		$254K Hold
3,482
– – 0.01% 389
2024
Q4 		$210K Sell
3,482
-637
-15% -$45.5K 0.01% 416
2024
Q3 		$310K Sell
4,119
-72
-2% -$5.07K 0.01% 375
2024
Q2 		$305K Sell
4,191
-4
-0.1% -$278 0.02% 364
2024
Q1 		$323K Sell
4,195
-7
-0.2% -$502 0.02% 360
2023
Q4 		$259K Hold
4,202
– – 0.01% 371
2023
Q3 		$193K Buy
4,202
+203
+5% +$9.27K 0.01% 384
2023
Q2 		$173K Buy
3,999
+199
+5% +$7.4K 0.01% 408
2023
Q1 		$120K Buy
3,800
+149
+4% +$4.73K 0.01% 445
2022
Q4 		$90.3K Buy
3,651
+191
+6% +$5.23K 0.01% 463
2022
Q3 		$92K Buy
3,460
+2,561
+285% +$70.8K 0.01% 449
2022
Q2 		$18K Hold
899
– – ﹤0.01% 650
2022
Q1 		$32K Buy
899
+119
+15% +$4.28K ﹤0.01% 621
2021
Q4 		$33K Buy
780
+235
+43% +$10.1K ﹤0.01% 627
2021
Q3 		$24K Buy
545
+204
+60% +$8.91K ﹤0.01% 656
2021
Q2 		$17K Buy
341
+183
+116% +$9.56K ﹤0.01% 679
2021
Q1 		$9K Hold
158
– – ﹤0.01% 737
2020
Q4 		$8K Buy
+158
New +$7.08K ﹤0.01% 721

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
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
Norges Bank Oslo, Norway $1T AUM

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

Montag & Associates increased its Uber (UBER) stake by 8.7% in Q2 2026, buying an estimated $374K and bringing the position to 63,581 shares worth $4.59M. The position accounts for 0.19% of the portfolio, ranked #97.

Montag & Associates first reported a position in UBER in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.6M in Q3 2025. 2,429 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Montag & Associates held 63,581 shares of Uber worth $4.59M as of Q2 2026.
  • Montag & Associates bought 5,103 Uber shares in Q2 2026, an estimated $374K.
  • Uber made up 0.19% of Montag & Associates's portfolio in Q2 2026, its #97 holding.
  • Montag & Associates first reported a position in Uber in Q4 2020 and has held it in 23 quarters since.
  • Montag & Associates's Uber position peaked at $10.6M in Q3 2025.
  • 2,429 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.