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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Triad Wealth Partners's UBER Position: Q1 2026 in Review

Triad Wealth Partners increased its Uber (UBER) stake by 10% in Q1 2026, buying an estimated $65.3K and bringing the position to 9,012 shares worth $648K. The position accounts for 0.05% of the portfolio, ranked #230.

Triad Wealth Partners first reported a position in UBER in Q2 2024 and has held it in 7 quarters since. The position peaked at $667K in Q4 2025. 2,430 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Triad Wealth Partners held 9,012 shares of Uber worth $648K as of Q1 2026.
  • Triad Wealth Partners bought 848 Uber shares in Q1 2026, an estimated $65.3K.
  • Uber made up 0.05% of Triad Wealth Partners's portfolio in Q1 2026, its #230 holding.
  • Triad Wealth Partners first reported a position in Uber in Q2 2024 and has held it in 7 quarters since.
  • Triad Wealth Partners's Uber position peaked at $667K in Q4 2025.
  • 2,430 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.