MFG
UBER icon

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
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
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

Monte Financial Group's UBER Position: Q1 2026 in Review

Monte Financial Group held its Uber (UBER) position steady in Q1 2026 at 3,290 shares worth $237K. The position accounts for 0.08% of the portfolio, ranked #97.

Monte Financial Group first reported a position in UBER in Q1 2025 and has held it in 5 quarters since. The position peaked at $322K in Q3 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Monte Financial Group held 3,290 shares of Uber worth $237K as of Q1 2026.
  • Monte Financial Group left its Uber share count unchanged in Q1 2026.
  • Uber made up 0.08% of Monte Financial Group's portfolio in Q1 2026, its #97 holding.
  • Monte Financial Group first reported a position in Uber in Q1 2025 and has held it in 5 quarters since.
  • Monte Financial Group's Uber position peaked at $322K in Q3 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Monte Financial Group's 13F filing for Q1 2026, filed 14 May 2026.