Position in U
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,429
+$565 QoQ
Shares Held
85
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#483
of 558 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $1,017,993 across 72 Software - Application names. U ranks #55 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
942 | $245,862 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
273 | $102,462 | |
| 3 | ADP |
Automatic Data Processing Inc
|
250 | $55,987 | |
| 4 | UBER |
Uber Technologies, Inc
|
718 | $51,810 | |
| 5 | PDFS |
Pdf Solutions Inc
|
699 | $49,482 | |
| 6 | CRM |
Salesforce, Inc.
|
310 | $48,564 | |
| 7 | ADBE |
Adobe Inc.
|
213 | $43,669 | |
| 8 | DDOG |
Datadog, Inc.
|
91 | $23,692 |
All Filings in U
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,429 | 85 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,864 | 85 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,754 | 85 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $3,403 | 85 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $2,057 | 85 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,272 | 116 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $2,606 | 116 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,031 | 134 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $536 | 33 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $881 | 33 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,349 | 33 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,044 | 97 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,211 | 97 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,866 | 150 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,747 | 271 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,994 | 94 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,461 | 94 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $6,148 | 43 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,545 | 36 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||