Monte Financial Group’s Uber UBER Stock Holding History

Monte Financial Group’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	$231K	Hold	3,290	–	–	0.07%	97
2026 Q1	$237K	Hold	3,290	–	–	0.08%	97
2025 Q4	$269K	Hold	3,290	–	–	0.1%	87
2025 Q3	$322K	Hold	3,290	–	–	0.12%	79
2025 Q2	$307K	Buy	3,290 +10	+0.3%	+$823	0.12%	80
2025 Q1	$247K	Buy	+3,280	New	+$236K	0.11%	80

Other funds holding UBER

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Oslo, Norway $1T AUM

Monte Financial Group's UBER Position: Q2 2026 in Review

Monte Financial Group held its Uber (UBER) position steady in Q2 2026 at 3,290 shares worth $231K. The position accounts for 0.07% of the portfolio, ranked #97.

Monte Financial Group first reported a position in UBER in Q1 2025 and has held it in 6 quarters since. The position peaked at $322K in Q3 2025. 2,438 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Monte Financial Group held 3,290 shares of Uber worth $231K as of Q2 2026.
Monte Financial Group left its Uber share count unchanged in Q2 2026.
Uber made up 0.07% of Monte Financial Group's portfolio in Q2 2026, its #97 holding.
Monte Financial Group first reported a position in Uber in Q1 2025 and has held it in 6 quarters since.
Monte Financial Group's Uber position peaked at $322K in Q3 2025.
2,438 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Monte Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.