Position in UBER
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$946,522
+$84,370 QoQ
Shares Held
13,117
+9.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,332
of 2,392 holders
Holding Since
Dec 2020
12 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $6,097,224 across 11 Software - Application names. UBER ranks #2 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
6,063 | $949,829 | |
| 2 | UBER |
Uber Technologies, Inc
This page
|
13,117 | $946,522 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,727 | $834,661 | |
| 4 | NOW |
ServiceNow, Inc.
|
7,700 | $764,456 | |
| 5 | DDOG |
Datadog, Inc.
|
1,678 | $436,884 | |
| 6 | SHOP |
Shopify Inc.
|
3,755 | $428,745 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,088 | $408,348 | |
| 8 | INTU |
Intuit Inc.
|
1,426 | $372,186 |
All Filings in UBER
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $946,522 | 13,117 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $862,152 | 11,986 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $512,485 | 6,272 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $618,876 | 6,317 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $574,354 | 6,156 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $461,349 | 6,332 | Shares | Sole | 2025-04-25 | |
| 2024-09-30 | $291,620 | 3,880 | Shares | Sole | 2024-10-30 | |
| 2022-03-31 | $283,441 | 7,944 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $297,744 | 7,101 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $229,734 | 5,128 | Shares | Sole | 2021-11-10 | |
| 2021-03-31 | $214,769 | 3,940 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $200,940 | 3,940 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||