Position in UBER
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$615,741
+$24,045 QoQ
Shares Held
8,533
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,532
of 2,400 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BSW Wealth Partners holds $5,104,567 across 11 Software - Application names. UBER ranks #4 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
3,384 | $757,846 | |
| 2 | CRM |
Salesforce, Inc.
|
4,555 | $713,586 | |
| 3 | SAP |
Sap SE
|
4,246 | $654,351 | |
| 4 | UBER |
Uber Technologies, Inc
This page
|
8,533 | $615,741 | |
| 5 | NOW |
ServiceNow, Inc.
|
6,105 | $606,104 | |
| 6 | INTU |
Intuit Inc.
|
2,002 | $522,522 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,128 | $423,360 | |
| 8 | ADSK |
Autodesk, Inc.
|
1,425 | $277,048 |
All Filings in UBER
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $615,741 | 8,533 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $591,696 | 8,226 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $820,368 | 10,040 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,018,888 | 10,400 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,022,474 | 10,959 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $803,718 | 11,031 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $611,162 | 10,132 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $745,963 | 9,925 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $493,933 | 6,796 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $567,108 | 7,366 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $500,625 | 8,131 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $368,655 | 8,016 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $348,036 | 8,062 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $221,583 | 6,990 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $243,588 | 9,192 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||