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Summit Trail Advisors’s Uber UBER Stock Holding History

Summit Trail 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 		$10.6M Sell
147,681
-2,105
-1% -$162K 0.15% 76
2025
Q4 		$12.2M Sell
149,786
-12,387
-8% -$1.12M 0.21% 62
2025
Q3 		$15.9M Buy
162,173
+1,704
+1% +$159K 0.22% 59
2025
Q2 		$15M Buy
160,469
+15,696
+11% +$1.29M 0.26% 51
2025
Q1 		$10.5M Buy
144,773
+8,607
+6% +$620K 0.35% 31
2024
Q4 		$8.21M Buy
136,166
+73,027
+116% +$5.21M 0.3% 34
2024
Q3 		$4.75M Buy
63,139
+2,709
+4% +$191K 0.12% 82
2024
Q2 		$4.39M Buy
60,430
+893
+1% +$62.1K 0.12% 76
2024
Q1 		$4.58M Sell
59,537
-5,031
-8% -$361K 0.12% 67
2023
Q4 		$3.98M Sell
64,568
-6,438
-9% -$337K 0.13% 63
2023
Q3 		$3.27M Sell
71,006
-15,393
-18% -$703K 0.12% 67
2023
Q2 		$3.73M Sell
86,399
-12,915
-13% -$480K 0.14% 62
2023
Q1 		$3.15M Sell
99,314
-6,926
-7% -$220K 0.13% 63
2022
Q4 		$2.63M Sell
106,240
-1,505
-1% -$41.2K 0.12% 65
2022
Q3 		$2.85M Sell
107,745
-5,280
-5% -$146K 0.15% 57
2022
Q2 		$2.31M Buy
113,025
+1,300
+1% +$34.5K 0.14% 70
2022
Q1 		$3.99M Sell
111,725
-273
-0.2% -$9.82K 0.32% 48
2021
Q4 		$4.7M Buy
111,998
+89
+0.1% +$3.84K 0.3% 59
2021
Q3 		$5.01M Sell
111,909
-1,090
-1% -$47.6K 0.38% 51
2021
Q2 		$5.66M Buy
112,999
+1,421
+1% +$74.2K 0.5% 37
2021
Q1 		$6.08M Buy
111,578
+65
+0.1% +$3.63K 0.66% 29
2020
Q4 		$5.69M Sell
111,513
-1,536
-1% -$68.8K 0.72% 27
2020
Q3 		$5.25M Buy
+113,049
New +$3.73M 1.01% 22
2020
Q2 		– Sell
-143,726
Closed -$4.01M – 186
2020
Q1 		$4.01M Sell
143,726
-143,909
-50% -$4.74M 1.08% 17
2019
Q4 		$8.55M Buy
+287,635
New +$8.53M 4.96% 6

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 Trail Advisors's UBER Position: Q1 2026 in Review

Summit Trail Advisors reduced its Uber (UBER) stake by 1.4% in Q1 2026, selling an estimated $162K and leaving 147,681 shares worth $10.6M. The position accounts for 0.15% of the portfolio, ranked #76.

Summit Trail Advisors first reported a position in UBER in Q4 2019 and has held it in 25 quarters since. The position peaked at $15.9M in Q3 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Summit Trail Advisors held 147,681 shares of Uber worth $10.6M as of Q1 2026.
  • Summit Trail Advisors sold 2,105 Uber shares in Q1 2026, an estimated $162K.
  • Uber made up 0.15% of Summit Trail Advisors's portfolio in Q1 2026, its #76 holding.
  • Summit Trail Advisors first reported a position in Uber in Q4 2019 and has held it in 25 quarters since.
  • Summit Trail Advisors's Uber position peaked at $15.9M in Q3 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.