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Mount Yale Investment Advisors’s Uber UBER Stock Holding History

Mount Yale Investment Advisors’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 		$5.19M Buy
72,152
+28,092
+64% +$2.16M 0.12% 180
2025
Q4 		$3.6M Buy
44,060
+23,816
+118% +$2.14M 0.17% 128
2025
Q3 		$1.98M Buy
20,244
+5,580
+38% +$522K 0.14% 163
2025
Q2 		$1.37M Buy
14,664
+185
+1% +$15.2K 0.11% 165
2025
Q1 		$1.05M Buy
14,479
+4,400
+44% +$317K 0.09% 187
2024
Q4 		$608K Buy
+10,079
New +$720K 0.05% 308
2024
Q3 		– Sell
-7,264
Closed -$528K – 607
2024
Q2 		$528K Sell
7,264
-2,767
-28% -$192K 0.04% 336
2024
Q1 		$772K Sell
10,031
-161
-2% -$11.6K 0.06% 274
2023
Q4 		$628K Buy
+10,192
New +$533K 0.06% 277
2023
Q2 		– Sell
-8,446
Closed -$268K – 514
2023
Q1 		$268K Buy
+8,446
New +$268K 0.03% 408
2022
Q4 		– Sell
-8,695
Closed -$230K – 497
2022
Q3 		$230K Buy
+8,695
New +$240K 0.03% 396
2022
Q2 		– Sell
-16,806
Closed -$600K – 498
2022
Q1 		$600K Buy
16,806
+7,348
+78% +$264K 0.07% 278
2021
Q4 		$397K Sell
9,458
-1,006
-10% -$43.4K 0.04% 323
2021
Q3 		$469K Buy
10,464
+5,686
+119% +$248K 0.05% 296
2021
Q2 		$239K Buy
4,778
+169
+4% +$8.83K 0.03% 374
2021
Q1 		$251K Sell
4,609
-8,830
-66% -$493K 0.03% 355
2020
Q4 		$685K Buy
13,439
+6,647
+98% +$298K 0.1% 216
2020
Q3 		$248K Buy
+6,792
New +$224K 0.04% 297

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

Mount Yale Investment Advisors's UBER Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Uber (UBER) stake by 64% in Q1 2026, buying an estimated $2.16M and bringing the position to 72,152 shares worth $5.19M. The position accounts for 0.12% of the portfolio, ranked #180.

Mount Yale Investment Advisors first reported a position in UBER in Q3 2020 and has held it in 18 quarters since. 2,430 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Mount Yale Investment Advisors held 72,152 shares of Uber worth $5.19M as of Q1 2026.
  • Mount Yale Investment Advisors bought 28,092 Uber shares in Q1 2026, an estimated $2.16M.
  • Uber made up 0.12% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #180 holding.
  • Mount Yale Investment Advisors first reported a position in Uber in Q3 2020 and has held it in 18 quarters since.
  • 2,430 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.