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 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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Triad Wealth Partners's UBER Position: Q2 2026 in Review

Triad Wealth Partners reduced its Uber (UBER) stake by 47% in Q2 2026, selling an estimated $308K and leaving 4,816 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #410.

Triad Wealth Partners first reported a position in UBER in Q2 2024 and has held it in 8 quarters since. The position peaked at $667K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Triad Wealth Partners held 4,816 shares of Uber worth $345K as of Q2 2026.
Triad Wealth Partners sold 4,196 Uber shares in Q2 2026, an estimated $308K.
Uber made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #410 holding.
Triad Wealth Partners first reported a position in Uber in Q2 2024 and has held it in 8 quarters since.
Triad Wealth Partners's Uber position peaked at $667K in Q4 2025.
2,432 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.