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Montrusco Bolton Investments’s Uber UBER Stock Holding History

Montrusco Bolton Investments’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 		$124M Sell
1,712,052
-530,337
-24% -$38.9M 1.91% 22
2026
Q1 		$156M Buy
2,242,389
+155,770
+7% +$12M 2.36% 18
2025
Q4 		$165M Sell
2,086,619
-438,343
-17% -$39.5M 2.06% 19
2025
Q3 		$241M Sell
2,524,962
-381,811
-13% -$35.7M 2.81% 12
2025
Q2 		$264M Sell
2,906,773
-357,045
-11% -$29.4M 2.93% 12
2025
Q1 		$232M Buy
3,263,818
+418,522
+15% +$30.2M 3.05% 13
2024
Q4 		$166M Buy
+2,845,296
New +$203M 2.01% 19

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM

Montrusco Bolton Investments's UBER Position: Q2 2026 in Review

Montrusco Bolton Investments reduced its Uber (UBER) stake by 24% in Q2 2026, selling an estimated $38.9M and leaving 1,712,052 shares worth $124M. The position accounts for 1.91% of the portfolio, ranked #22.

Montrusco Bolton Investments first reported a position in UBER in Q4 2024 and has held it in 7 quarters since. The position peaked at $264M in Q2 2025. 1,520 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Montrusco Bolton Investments held 1,712,052 shares of Uber worth $124M as of Q2 2026.
  • Montrusco Bolton Investments sold 530,337 Uber shares in Q2 2026, an estimated $38.9M.
  • Uber made up 1.91% of Montrusco Bolton Investments's portfolio in Q2 2026, its #22 holding.
  • Montrusco Bolton Investments first reported a position in Uber in Q4 2024 and has held it in 7 quarters since.
  • Montrusco Bolton Investments's Uber position peaked at $264M in Q2 2025.
  • 1,520 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Montrusco Bolton Investments's 13F filing for Q2 2026, filed 21 Jul 2026.