UBER — UBER TECHNOLOGIES INC

Ownership history in Galvin, Gaustad & Stein, LLC  ·  15 quarters on record

AI Ownership Summary

Galvin, Gaustad & Stein, LLC reported UBER TECHNOLOGIES INC (UBER) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.48% in 2025 Q2. The latest visible filing shows UBER at 1.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UBER ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Galvin, Gaustad & Stein, LLC's position in UBER TECHNOLOGIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

UBER was reported at 1.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.48% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UBER stock page Galvin, Gaustad & Stein, LLC fund profile Galvin, Gaustad & Stein, LLC full holdings
How Galvin, Gaustad & Stein, LLC held UBER — position size vs. price
% of Fund (quarterly)    UBER price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 263,198 -2,360 -0.9% 1.68% $21.5M 2026-02-14 (Est.) $69.99
2025 Q3 REDUCED 265,558 -43,121 -14.0% 2.11% $26.0M 2025-10-22 $92.21
2025 Q2 REDUCED 308,679 -9,710 -3.0% 2.48% $28.8M 2025-07-24 $90.87
2025 Q1 ADDED 318,389 +20,844 +7.0% 2.07% $23.2M 2025-05-07 $83.65
2024 Q4 ADDED 297,545 +76,437 +34.6% 1.61% $17.9M 2025-01-17 $67.34
2024 Q3 ADDED 221,108 +205,229 +1292.5% 1.48% $16.6M 2024-11-01 $73.25
2024 Q2 ADDED 15,879 +2,150 +15.7% 0.11% $1.2M 2024-07-17 $68.62
2024 Q1 REDUCED 13,729 -4,300 -23.9% 0.10% $1.1M 2024-04-15 $73.40
2023 Q4 ADDED 18,029 +1,500 +9.1% 0.10% $1.1M 2024-01-11 $63.47
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UBER

As of 2026 Q1 — sorted by position size

PKO BP BANKOWY Universal Pension Society JSC 13.17% Ahara Advisors LLC 4.71% Nepsis Inc. 3Y 7Y 3.45% Cox Capital Mgt LLC 3Y 7Y 2.9% Overbrook Management Corp 3Y 7Y 2.65% Westwind Capital 3Y 7Y 2.62% OAK FAMILY ADVISORS, LLC 3Y 2.44% Robbins Farley 3Y 2.05% Grant Private Wealth Management Inc 2.05% Point Windward Advisors Inc. 3Y 7Y 1.96%

FAQ About Galvin, Gaustad & Stein, LLC and UBER

These are the practical questions this page is built to answer before you even open the full history table.

How long has Galvin, Gaustad & Stein, LLC reported owning UBER?

Galvin, Gaustad & Stein, LLC reported UBER across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported UBER position in Galvin, Gaustad & Stein, LLC's portfolio?

The largest reported portfolio weight for UBER was 2.48% in 2025 Q2.

What is the latest reported UBER position on this page?

The most recent filing on this page is 2025 Q4, when Galvin, Gaustad & Stein, LLC reported 263,198 shares, equal to 1.68% of portfolio, with an estimated market value of $21.5M.

What does the chart on this UBER ownership page compare?

The chart compares Galvin, Gaustad & Stein, LLC's quarterly UBER portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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