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TriaGen Wealth Management’s Uber UBER Stock Holding History

TriaGen Wealth Management’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 		$269K Buy
3,731
+880
+31% +$64.5K 0.07% 163
2026
Q1 		$205K Buy
2,851
+218
+8% +$16.8K 0.06% 166
2025
Q4 		$215K Buy
+2,633
New +$237K 0.06% 168

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
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
Norges Bank Oslo, Norway $1T AUM

TriaGen Wealth Management's UBER Position: Q2 2026 in Review

TriaGen Wealth Management increased its Uber (UBER) stake by 31% in Q2 2026, buying an estimated $64.5K and bringing the position to 3,731 shares worth $269K. The position accounts for 0.07% of the portfolio, ranked #163.

TriaGen Wealth Management first reported a position in UBER in Q4 2025 and has held it in 3 quarters since. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • TriaGen Wealth Management held 3,731 shares of Uber worth $269K as of Q2 2026.
  • TriaGen Wealth Management bought 880 Uber shares in Q2 2026, an estimated $64.5K.
  • Uber made up 0.07% of TriaGen Wealth Management's portfolio in Q2 2026, its #163 holding.
  • TriaGen Wealth Management first reported a position in Uber in Q4 2025 and has held it in 3 quarters since.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.