UMB Private Wealth Management, LLC’s TripAdvisor TRIP Stock Holding History

UMB Private Wealth Management, LLC’s Portfolio TRIP Stock Details TRIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$12.1K	Buy	+1,449	New	+$16.4K	0.01%	320

Other funds holding TRIP

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TAFW

Tred Avon Family Wealth Easton, Maryland $329M AUM 20.21% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

UMB Private Wealth Management, LLC's TRIP Position: Q3 2026 in Review

UMB Private Wealth Management, LLC opened a new position in TripAdvisor (TRIP) in Q3 2026: 1,449 shares worth $12.1K. The stake represents 0.01% of the portfolio and ranks #320 among its holdings.

27 funds tracked by Wall St. Rank hold TRIP as of Q3 2026.

UMB Private Wealth Management, LLC held 1,449 shares of TripAdvisor worth $12.1K as of Q3 2026.
TripAdvisor was a new UMB Private Wealth Management, LLC position in Q3 2026.
TripAdvisor made up 0.01% of UMB Private Wealth Management, LLC's portfolio in Q3 2026, its #320 holding.
27 funds tracked by Wall St. Rank held TripAdvisor as of Q3 2026.

Based on UMB Private Wealth Management, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.