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Traphagen Investment Advisors’s Uber UBER Stock Holding History

Traphagen Investment 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
Q2 		$294K Buy
4,078
+20
+0.5% +$1.47K 0.02% 174
2026
Q1 		$292K Buy
4,058
+117
+3% +$9.01K 0.02% 157
2025
Q4 		$322K Buy
3,941
+108
+3% +$9.72K 0.03% 151
2025
Q3 		$376K Buy
3,833
+66
+2% +$6.17K 0.03% 136
2025
Q2 		$351K Buy
3,767
+232
+7% +$19.1K 0.03% 137
2025
Q1 		$258K Buy
+3,535
New +$255K 0.03% 150

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM

Traphagen Investment Advisors's UBER Position: Q2 2026 in Review

Traphagen Investment Advisors increased its Uber (UBER) stake by 0.49% in Q2 2026, buying an estimated $1.47K and bringing the position to 4,078 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #174.

Traphagen Investment Advisors first reported a position in UBER in Q1 2025 and has held it in 6 quarters since. The position peaked at $376K in Q3 2025. 1,416 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Traphagen Investment Advisors held 4,078 shares of Uber worth $294K as of Q2 2026.
  • Traphagen Investment Advisors bought 20 Uber shares in Q2 2026, an estimated $1.47K.
  • Uber made up 0.02% of Traphagen Investment Advisors's portfolio in Q2 2026, its #174 holding.
  • Traphagen Investment Advisors first reported a position in Uber in Q1 2025 and has held it in 6 quarters since.
  • Traphagen Investment Advisors's Uber position peaked at $376K in Q3 2025.
  • 1,416 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.