Circle Wealth Management, LLC

Position in UBER — Uber Technologies, Inc

CIK 1578242 SUMMIT, NJ

Position in UBER

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$506,274

-$6,802 QoQ

Shares Held

7,016

-1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,614

of 2,400 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Circle Wealth Management, LLC holds $13,301,583 across 10 Software - Application names. UBER ranks #8 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	12,395	$3,154,527
2	ZM	Zoom Communications, Inc.	23,813	$2,055,300
3	SHOP	Shopify Inc.	16,897	$1,929,299
4	CDNS	Cadence Design Systems Inc	4,446	$1,668,672
5	WDAY	Workday, Inc.	12,462	$1,525,598
6	CRM	Salesforce, Inc.	7,224	$1,131,711
7	SAP	Sap SE	5,629	$867,485
8	UBER	Uber Technologies, Inc This page	7,016	$506,274

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$506,274	7,016	-1.6%	Shares	Sole	2026-08-12
2026-03-31	$513,076	7,133	-58.1%	Shares	Sole	2026-05-12
2025-12-31	$1,392,256	17,039	-43.9%	Shares	Sole	2026-02-13
2025-09-30	$2,974,663	30,363	-1.2%	Shares	Sole	2025-11-14
2025-06-30	$2,867,948	30,739	+1.6%	Shares	Sole	2025-08-14
2025-03-31	$2,204,743	30,260	+3.2%	Shares	Sole	2025-05-14
2024-12-31	$1,768,461	29,318	-8.4%	Shares	Sole	2025-02-14
2024-09-30	$2,404,819	31,996	+41.5%	Shares	Sole	2024-11-14
2024-06-30	$1,643,585	22,614	+625.3%	Shares	Sole	2024-08-13
2024-03-31	$240,054	3,118	-84.0%	Shares	Sole	2024-05-14
2020-03-31	$543,490	19,466	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.