Position in U
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$57
-$2,079 QoQ
Shares Held
2
-97.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#554
of 558 holders
Holding Since
Mar 2021
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in U Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $664,004 across 49 Software - Application names. U ranks #48 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,056 | $236,491 | |
| 2 | SHOP |
Shopify Inc.
|
1,030 | $117,605 | |
| 3 | ADBE |
Adobe Inc.
|
464 | $95,129 | |
| 4 | UBER |
Uber Technologies, Inc
|
917 | $66,170 | |
| 5 | NOW |
ServiceNow, Inc.
|
406 | $40,307 | |
| 6 | CRM |
Salesforce, Inc.
|
134 | $20,992 | |
| 7 | PAYX |
Paychex Inc
|
207 | $20,354 | |
| 8 | ROP |
Roper Technologies Inc
|
42 | $14,212 |
All Filings in U
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57 | 2 | Shares | Sole | 2026-08-06 | |
| 2024-03-31 | $2,136 | 80 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,378 | 156 | Shares | Sole | 2024-02-05 | |
| 2022-06-30 | $957 | 26 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $1,010 | 8 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $878 | 8 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $802 | 8 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||