UBER — Uber Technologies, Inc.

Ownership history in MOUNT VERNON ASSOCIATES INC /MD/  ·  24 quarters on record

AI Ownership Summary

MOUNT VERNON ASSOCIATES INC /MD/ reported Uber Technologies, Inc. (UBER) in 24 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.7% in 2025 Q2. The latest visible filing shows UBER at 2.19% 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 MOUNT VERNON ASSOCIATES INC /MD/'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 2.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.7% 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 MOUNT VERNON ASSOCIATES INC /MD/ fund profile MOUNT VERNON ASSOCIATES INC /MD/ full holdings
How MOUNT VERNON ASSOCIATES INC /MD/ 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 ADDED 39,925 +650 +1.7% 2.19% $3.3M 2026-02-14 (Est.) $69.99
2025 Q3 REDUCED 39,275 -800 -2.0% 2.69% $3.8M 2025-10-24 $94.07
2025 Q2 ADDED 40,075 +400 +1.0% 2.70% $3.7M 2025-07-22 $91.79
2025 Q1 ADDED 39,675 +515 +1.3% 2.36% $2.9M 2025-04-23 $73.77
2024 Q4 REDUCED 39,160 -300 -0.8% 1.84% $2.4M 2025-01-14 $64.84
2024 Q3 ADDED 39,460 +1,100 +2.9% 2.35% $3.0M 2024-10-15 $83.20
2024 Q2 REDUCED 38,360 -390 -1.0% 2.47% $2.8M 2024-07-19 $67.31
2024 Q1 UNCHANGED 38,750 — 0% 2.53% $3.0M 2024-04-22 $68.98
2023 Q4 REDUCED 38,750 -1,400 -3.5% 2.34% $2.4M 2024-01-26 $65.52
15 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% Grant Private Wealth Management Inc 2.05% Point Windward Advisors Inc. 3Y 7Y 1.96% Sarasin & Partners LLP 3Y 7Y 1.72% Washington Trust Advisors, Inc. 3Y 1.66%

FAQ About MOUNT VERNON ASSOCIATES INC /MD/ and UBER

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

How long has MOUNT VERNON ASSOCIATES INC /MD/ reported owning UBER?

MOUNT VERNON ASSOCIATES INC /MD/ reported UBER across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported UBER position in MOUNT VERNON ASSOCIATES INC /MD/'s portfolio?

The largest reported portfolio weight for UBER was 2.70% in 2025 Q2.

What is the latest reported UBER position on this page?

The most recent filing on this page is 2025 Q4, when MOUNT VERNON ASSOCIATES INC /MD/ reported 39,925 shares, equal to 2.19% of portfolio, with an estimated market value of $3.3M.

What does the chart on this UBER ownership page compare?

The chart compares MOUNT VERNON ASSOCIATES INC /MD/'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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