Teamwork Financial Advisors
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Teamwork Financial Advisors’s Uber UBER Stock Holding History

Teamwork Financial 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
Q3 		$430K Sell
6,274
-24,384
-80% -$1.78M 0.05% 117
2026
Q2 		$2.21M Buy
30,658
+1,454
+5% +$107K 0.2% 82
2026
Q1 		$2.1M Buy
29,204
+6,960
+31% +$536K 0.22% 80
2025
Q4 		$1.82M Sell
22,244
-14,216
-39% -$1.28M 0.18% 82
2025
Q3 		$3.57M Buy
36,460
+2,892
+9% +$270K 0.37% 57
2025
Q2 		$3.13M Sell
33,568
-180,820
-84% -$14.9M 0.36% 48
2025
Q1 		$15.6M Buy
214,388
+74,356
+53% +$5.36M 2.08% 21
2024
Q4 		$8.45M Buy
140,032
+133,055
+1,907% +$9.5M 1.1% 28
2024
Q3 		$524K Sell
6,977
-4,441
-39% -$313K 0.07% 98
2024
Q2 		$830K Sell
11,418
-5,417
-32% -$377K 0.12% 79
2024
Q1 		$1.3M Sell
16,835
-5,873
-26% -$422K 0.2% 65
2023
Q4 		$1.4M Buy
22,708
+1,724
+8% +$90.2K 0.24% 51
2023
Q3 		$965K Buy
20,984
+7,547
+56% +$345K 0.16% 85
2023
Q2 		$580K Buy
+13,437
New +$499K 0.09% 117

Other funds holding UBER

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Teamwork Financial Advisors's UBER Position: Q3 2026 in Review

Teamwork Financial Advisors reduced its Uber (UBER) stake by 80% in Q3 2026, selling an estimated $1.78M and leaving 6,274 shares worth $430K. The position accounts for 0.05% of the portfolio, ranked #117.

Teamwork Financial Advisors first reported a position in UBER in Q2 2023 and has held it in 14 quarters since. The position peaked at $15.6M in Q1 2025. 2,011 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • Teamwork Financial Advisors held 6,274 shares of Uber worth $430K as of Q3 2026.
  • Teamwork Financial Advisors sold 24,384 Uber shares in Q3 2026, an estimated $1.78M.
  • Uber made up 0.05% of Teamwork Financial Advisors's portfolio in Q3 2026, its #117 holding.
  • Teamwork Financial Advisors first reported a position in Uber in Q2 2023 and has held it in 14 quarters since.
  • Teamwork Financial Advisors's Uber position peaked at $15.6M in Q1 2025.
  • 2,011 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.