Summit Securities Group’s Uber UBER Stock Holding History

Summit Securities 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
2026 Q1	–	Sell	-8,000	Closed	-$654K	–	1385
2025 Q4	$654K	Buy	+8,000	New	+$720K	0.09%	168
2024 Q1	–	Sell	-20,000	Closed	-$1.23M	–	902
2023 Q4	$1.23M	Hold	20,000	–	–	0.11%	121
2023 Q3	$920K	Hold	20,000	–	–	0.09%	96
2023 Q2	$863K	Hold	20,000	–	–	0.11%	108
2023 Q1	$634K	Hold	20,000	–	–	0.05%	121
2022 Q4	$495K	Hold	20,000	–	–	0.02%	242
2022 Q3	$530K	Hold	20,000	–	–	0.04%	238
2022 Q2	$409K	Buy	+20,000	New	+$531K	0.05%	208
2021 Q4	–	Sell	-80	Closed	-$358K	–	958
2021 Q3	$358K	Buy	+80	New	+$3.5K	0.03%	485
2021 Q2	–	Sell	-200	Closed	-$1.09M	–	883
2021 Q1	$1.09M	Hold	200	–	–	0.12%	184
2020 Q4	$1.02M	Buy	+200	New	+$8.96K	0.09%	233

Other funds holding UBER

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 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

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

Summit Securities Group's UBER Position: Q1 2026 in Review

Summit Securities Group reduced its Uber (UBER) stake by 89% in Q1 2026, selling an estimated $211K and leaving 338 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Summit Securities Group first reported a position in UBER in Q2 2019 and has held it in 12 quarters since. The position peaked at $2.32M in Q2 2019. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

Summit Securities Group held 338 shares of Uber worth $24.3K as of Q1 2026.
Summit Securities Group sold 2,747 Uber shares in Q1 2026, an estimated $211K.
Uber made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #488 holding.
Summit Securities Group first reported a position in Uber in Q2 2019 and has held it in 12 quarters since.
Summit Securities Group's Uber position peaked at $2.32M in Q2 2019.
2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.