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Summit Financial’s Uber UBER Stock Holding History

Summit Financial’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 		$6.42M Buy
89,313
+25,906
+41% +$1.99M 0.08% 257
2025
Q4 		$5.18M Buy
63,407
+10,450
+20% +$941K 0.08% 252
2025
Q3 		$5.19M Buy
52,957
+10,843
+26% +$1.01M 0.08% 249
2025
Q2 		$3.93M Buy
42,114
+6,321
+18% +$520K 0.09% 192
2025
Q1 		$2.61M Buy
35,793
+13,022
+57% +$938K 0.07% 225
2024
Q4 		$1.37M Buy
22,771
+2,075
+10% +$148K 0.05% 262
2024
Q3 		$1.56M Buy
20,696
+1,663
+9% +$117K 0.06% 200
2024
Q2 		$1.38M Buy
19,033
+3,984
+26% +$277K 0.06% 186
2024
Q1 		$1.16M Sell
15,049
-29,847
-66% -$2.14M 0.07% 171
2023
Q4 		$2.76M Buy
44,896
+26,953
+150% +$1.41M 0.18% 75
2023
Q3 		$825K Sell
17,943
-2,370
-12% -$108K 0.06% 179
2023
Q2 		$877K Sell
20,313
-2,921
-13% -$109K 0.06% 167
2023
Q1 		$737K Buy
23,234
+3,979
+21% +$126K 0.06% 143
2022
Q4 		$476K Sell
19,255
-3,867
-17% -$106K 0.04% 173
2022
Q3 		$613K Sell
23,122
-5,474
-19% -$151K 0.06% 150
2022
Q2 		$585K Sell
28,596
-2,487
-8% -$66K 0.05% 146
2022
Q1 		$1.11M Buy
31,083
+527
+2% +$18.9K 0.09% 108
2021
Q4 		$1.28M Sell
30,556
-6,414
-17% -$277K 0.1% 90
2021
Q3 		$1.66M Buy
36,970
+29,818
+417% +$1.3M 0.14% 55
2021
Q2 		$358K Buy
+7,152
New +$374K 0.04% 115

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

Summit Financial's UBER Position: Q1 2026 in Review

Summit Financial increased its Uber (UBER) stake by 41% in Q1 2026, buying an estimated $1.99M and bringing the position to 89,313 shares worth $6.42M. The position accounts for 0.08% of the portfolio, ranked #257.

Summit Financial first reported a position in UBER in Q2 2021 and has held it in 20 quarters since. 2,430 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Summit Financial held 89,313 shares of Uber worth $6.42M as of Q1 2026.
  • Summit Financial bought 25,906 Uber shares in Q1 2026, an estimated $1.99M.
  • Uber made up 0.08% of Summit Financial's portfolio in Q1 2026, its #257 holding.
  • Summit Financial first reported a position in Uber in Q2 2021 and has held it in 20 quarters since.
  • 2,430 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.