MC
UBER icon

Montag & Caldwell’s Uber UBER Stock Holding History

Montag & Caldwell’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
2025
Q2 		$13.8M Buy
147,625
+451
+0.3% +$37.1K 3.02% 15
2025
Q1 		$10.7M Sell
147,174
-49,229
-25% -$3.55M 2.49% 19
2024
Q4 		$11.8M Sell
196,403
-24,726
-11% -$1.77M 2.53% 19
2024
Q3 		$16.6M Buy
221,129
+90,982
+70% +$6.41M 3.38% 10
2024
Q2 		$9.46M Buy
+130,147
New +$9.05M 1.91% 22

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Montag & Caldwell's UBER Position: Q2 2025 in Review

Montag & Caldwell increased its Uber (UBER) stake by 0.31% in Q2 2025, buying an estimated $37.1K and bringing the position to 147,625 shares worth $13.8M. The position accounts for 3.02% of the portfolio, ranked #15.

Montag & Caldwell first reported a position in UBER in Q2 2024 and has held it in 5 quarters since. The position peaked at $16.6M in Q3 2024. 2,372 funds tracked by Wall St. Rank hold UBER as of Q2 2025.

  • Montag & Caldwell held 147,625 shares of Uber worth $13.8M as of Q2 2025.
  • Montag & Caldwell bought 451 Uber shares in Q2 2025, an estimated $37.1K.
  • Uber made up 3.02% of Montag & Caldwell's portfolio in Q2 2025, its #15 holding.
  • Montag & Caldwell first reported a position in Uber in Q2 2024 and has held it in 5 quarters since.
  • Montag & Caldwell's Uber position peaked at $16.6M in Q3 2024.
  • 2,372 funds tracked by Wall St. Rank held Uber as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.