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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
Q2 		$5.82M Buy
80,648
+8,496
+12% +$623K 0.11% 207
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
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
Norges Bank Oslo, Norway $1T AUM

Mount Yale Investment Advisors's UBER Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Uber (UBER) stake by 12% in Q2 2026, buying an estimated $623K and bringing the position to 80,648 shares worth $5.82M. The position accounts for 0.11% of the portfolio, ranked #207.

Mount Yale Investment Advisors first reported a position in UBER in Q3 2020 and has held it in 19 quarters since. 2,436 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Mount Yale Investment Advisors held 80,648 shares of Uber worth $5.82M as of Q2 2026.
  • Mount Yale Investment Advisors bought 8,496 Uber shares in Q2 2026, an estimated $623K.
  • Uber made up 0.11% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #207 holding.
  • Mount Yale Investment Advisors first reported a position in Uber in Q3 2020 and has held it in 19 quarters since.
  • 2,436 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.