Triad Wealth Partners’s Uber UBER Stock Holding History

Triad Wealth Partners’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	$268K	Sell	3,909 -907	-19%	-$66.3K	0.01%	459
2026 Q2	$345K	Sell	4,816 -4,196	-47%	-$308K	0.02%	410
2026 Q1	$648K	Buy	9,012 +848	+10%	+$65.3K	0.05%	230
2025 Q4	$667K	Buy	8,164 +3,516	+76%	+$317K	0.06%	207
2025 Q3	$455K	Buy	4,648 +204	+5%	+$19.1K	0.06%	219
2025 Q2	$415K	Buy	4,444 +31	+0.7%	+$2.55K	0.08%	175
2025 Q1	$322K	Sell	4,413 -886	-17%	-$63.8K	0.1%	151
2024 Q4	$320K	Buy	+5,299	New	+$378K	0.12%	127
2024 Q3	–	Sell	-3,542	Closed	-$257K	–	850
2024 Q2	$257K	Buy	+3,542	New	+$246K	0.13%	74

Other funds holding UBER

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Triad Wealth Partners's UBER Position: Q3 2026 in Review

Triad Wealth Partners reduced its Uber (UBER) stake by 19% in Q3 2026, selling an estimated $66.3K and leaving 3,909 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #459.

Triad Wealth Partners first reported a position in UBER in Q2 2024 and has held it in 9 quarters since. The position peaked at $667K in Q4 2025. 2,011 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

Triad Wealth Partners held 3,909 shares of Uber worth $268K as of Q3 2026.
Triad Wealth Partners sold 907 Uber shares in Q3 2026, an estimated $66.3K.
Uber made up 0.01% of Triad Wealth Partners's portfolio in Q3 2026, its #459 holding.
Triad Wealth Partners first reported a position in Uber in Q2 2024 and has held it in 9 quarters since.
Triad Wealth Partners's Uber position peaked at $667K in Q4 2025.
2,011 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.