Stonegate Investment Group’s Uber UBER Stock Holding History

Stonegate Investment 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
2025 Q3	$581K	Sell	5,935 -325	-5%	-$30.4K	0.01%	233
2025 Q2	$584K	Sell	6,260 -1,310	-17%	-$108K	0.01%	228
2025 Q1	$552K	Sell	7,570 -704	-9%	-$50.7K	0.01%	206
2024 Q4	$499K	Sell	8,274 -4,103	-33%	-$293K	0.01%	215
2024 Q3	$930K	Buy	12,377 +460	+4%	+$32.4K	0.02%	173
2024 Q2	$866K	Buy	11,917 +4,352	+58%	+$302K	0.03%	177
2024 Q1	$582K	Sell	7,565 -107	-1%	-$7.68K	0.02%	206
2023 Q4	$472K	Buy	7,672 +719	+10%	+$37.6K	0.02%	213
2023 Q3	$320K	Buy	+6,953	New	+$318K	0.01%	235
2022 Q3	–	Sell	-13,278	Closed	-$272K	–	338
2022 Q2	$272K	Sell	13,278 -20,403	-61%	-$542K	0.01%	240
2022 Q1	$1.2M	Buy	33,681 +477	+1%	+$17.2K	0.04%	121
2021 Q4	$1.39M	Buy	+33,204	New	+$1.43M	0.06%	117

Other funds holding UBER

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Stonegate Investment Group's UBER Position: Q3 2025 in Review

Stonegate Investment Group reduced its Uber (UBER) stake by 5.2% in Q3 2025, selling an estimated $30.4K and leaving 5,935 shares worth $581K. The position accounts for 0.01% of the portfolio, ranked #233.

Stonegate Investment Group first reported a position in UBER in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.39M in Q4 2021. 2,484 funds tracked by Wall St. Rank hold UBER as of Q3 2025.

Stonegate Investment Group held 5,935 shares of Uber worth $581K as of Q3 2025.
Stonegate Investment Group sold 325 Uber shares in Q3 2025, an estimated $30.4K.
Uber made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #233 holding.
Stonegate Investment Group first reported a position in Uber in Q4 2021 and has held it in 12 quarters since.
Stonegate Investment Group's Uber position peaked at $1.39M in Q4 2021.
2,484 funds tracked by Wall St. Rank held Uber as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.