Trifecta Capital Advisors
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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
Q3 		$8.5M Buy
124,106
+5,775
+5% +$422K 1.05% 29
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Trifecta Capital Advisors's UBER Position: Q3 2026 in Review

Trifecta Capital Advisors increased its Uber (UBER) stake by 4.9% in Q3 2026, buying an estimated $422K and bringing the position to 124,106 shares worth $8.5M. The position accounts for 1.05% of the portfolio, ranked #29.

Trifecta Capital Advisors first reported a position in UBER in Q1 2023 and has held it in 15 quarters since. The position peaked at $10.5M in Q3 2025. 2,011 funds tracked by Wall St. Rank hold UBER as of Q3 2026.

  • Trifecta Capital Advisors held 124,106 shares of Uber worth $8.5M as of Q3 2026.
  • Trifecta Capital Advisors bought 5,775 Uber shares in Q3 2026, an estimated $422K.
  • Uber made up 1.05% of Trifecta Capital Advisors's portfolio in Q3 2026, its #29 holding.
  • Trifecta Capital Advisors first reported a position in Uber in Q1 2023 and has held it in 15 quarters since.
  • Trifecta Capital Advisors's Uber position peaked at $10.5M in Q3 2025.
  • 2,011 funds tracked by Wall St. Rank held Uber as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.