Trifecta Capital Advisors’s Uber UBER Stock Holding History

Trifecta Capital 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	$8.54M	Buy	118,331 +2,487	+2%	+$182K	1.1%	28
2026 Q1	$8.33M	Buy	115,844 +2,687	+2%	+$207K	1.29%	24
2025 Q4	$9.25M	Buy	113,157 +5,841	+5%	+$526K	1.37%	24
2025 Q3	$10.5M	Buy	107,316 +6,395	+6%	+$598K	1.6%	19
2025 Q2	$9.42M	Buy	100,921 +6,990	+7%	+$575K	1.57%	19
2025 Q1	$6.84M	Buy	93,931 +7,746	+9%	+$558K	1.43%	21
2024 Q4	$5.2M	Buy	86,185 +4,245	+5%	+$303K	1.03%	32
2024 Q3	$6.16M	Buy	81,940 +2,420	+3%	+$170K	1.29%	23
2024 Q2	$5.78M	Buy	79,520 +3,190	+4%	+$222K	1.28%	20
2024 Q1	$5.88M	Sell	76,330 -13,850	-15%	-$994K	1.43%	19
2023 Q4	$5.55M	Buy	90,180 +3,980	+5%	+$208K	1.54%	17
2023 Q3	$3.96M	Buy	86,200 +4,030	+5%	+$184K	1.27%	23
2023 Q2	$3.55M	Sell	82,170 -2,315	-3%	-$86K	1.14%	24
2023 Q1	$2.68M	Buy	+84,485	New	+$2.68M	0.94%	31

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

Trifecta Capital Advisors's UBER Position: Q2 2026 in Review

Trifecta Capital Advisors increased its Uber (UBER) stake by 2.1% in Q2 2026, buying an estimated $182K and bringing the position to 118,331 shares worth $8.54M. The position accounts for 1.1% of the portfolio, ranked #28.

Trifecta Capital Advisors first reported a position in UBER in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.5M in Q3 2025. 2,430 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Trifecta Capital Advisors held 118,331 shares of Uber worth $8.54M as of Q2 2026.
Trifecta Capital Advisors bought 2,487 Uber shares in Q2 2026, an estimated $182K.
Uber made up 1.1% of Trifecta Capital Advisors's portfolio in Q2 2026, its #28 holding.
Trifecta Capital Advisors first reported a position in Uber in Q1 2023 and has held it in 14 quarters since.
Trifecta Capital Advisors's Uber position peaked at $10.5M in Q3 2025.
2,430 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.