Mount Vernon Associates
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Mount Vernon Associates’s Uber UBER Stock Holding History

Mount Vernon 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
Q3 		$2.7M Sell
39,380
-730
-2% -$53.4K 1.79% 18
2026
Q2 		$2.89M Buy
40,110
+650
+2% +$47.7K 1.89% 17
2026
Q1 		$2.84M Sell
39,460
-465
-1% -$35.8K 2.01% 15
2025
Q4 		$3.26M Buy
39,925
+650
+2% +$58.5K 2.19% 13
2025
Q3 		$3.85M Sell
39,275
-800
-2% -$74.8K 2.69% 11
2025
Q2 		$3.74M Buy
40,075
+400
+1% +$32.9K 2.7% 11
2025
Q1 		$2.89M Buy
39,675
+515
+1% +$37.1K 2.36% 13
2024
Q4 		$2.36M Sell
39,160
-300
-0.8% -$21.4K 1.84% 17
2024
Q3 		$2.97M Buy
39,460
+1,100
+3% +$77.4K 2.35% 12
2024
Q2 		$2.79M Sell
38,360
-390
-1% -$27.1K 2.47% 11
2024
Q1 		$2.98M Hold
38,750
– – 2.53% 12
2023
Q4 		$2.39M Sell
38,750
-1,400
-3% -$73.2K 2.34% 13
2023
Q3 		$1.85M Hold
40,150
– – 2.04% 15
2023
Q2 		$1.73M Hold
40,150
– – 1.84% 18
2023
Q1 		$1.27M Sell
40,150
-500
-1% -$15.9K 1.5% 22
2022
Q4 		$1M Sell
40,650
-10,900
-21% -$298K 1.29% 23
2022
Q3 		$1.37M Buy
51,550
+500
+1% +$13.8K 1.78% 20
2022
Q2 		$1.04M Buy
51,050
+12,575
+33% +$334K 1.27% 24
2022
Q1 		$1.37M Buy
38,475
+100
+0.3% +$3.6K 1.33% 25
2021
Q4 		$1.61M Buy
38,375
+1,300
+4% +$56K 1.39% 23
2021
Q3 		$1.66M Buy
37,075
+400
+1% +$17.5K 1.52% 22
2021
Q2 		$1.84M Buy
36,675
+8,575
+31% +$448K 1.68% 21
2021
Q1 		$1.53M Sell
28,100
-50
-0.2% -$2.79K 1.51% 25
2020
Q4 		$1.44M Buy
28,150
+150
+0.5% +$6.72K 1.51% 24
2020
Q3 		$1.02M Sell
28,000
-100
-0.4% -$3.3K 1.22% 26
2020
Q2 		$873K Sell
28,100
-600
-2% -$18.7K 1.13% 26
2020
Q1 		$801K Buy
+28,700
New +$944K 1.34% 26

Other funds holding UBER

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Mount Vernon Associates's UBER Position: Q3 2026 in Review

Mount Vernon Associates reduced its Uber (UBER) stake by 1.8% in Q3 2026, selling an estimated $53.4K and leaving 39,380 shares worth $2.7M. The position accounts for 1.79% of the portfolio, ranked #18.

Mount Vernon Associates first reported a position in UBER in Q1 2020 and has held it in 27 quarters since. The position peaked at $3.85M in Q3 2025. 888 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • Mount Vernon Associates held 39,380 shares of Uber worth $2.7M as of Q3 2026.
  • Mount Vernon Associates sold 730 Uber shares in Q3 2026, an estimated $53.4K.
  • Uber made up 1.79% of Mount Vernon Associates's portfolio in Q3 2026, its #18 holding.
  • Mount Vernon Associates first reported a position in Uber in Q1 2020 and has held it in 27 quarters since.
  • Mount Vernon Associates's Uber position peaked at $3.85M in Q3 2025.
  • 888 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Mount Vernon Associates's 13F filing for Q3 2026, filed 26 Oct 2026.