Florida Trust Wealth Management Co
Position in UBER — Uber Technologies, Inc
CIK 1651023
SANIBEL, FL
Position in UBER
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,892,342
-$1,217,893 QoQ
Shares Held
137,089
-11.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#547
of 2,400 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Florida Trust Wealth Management Co holds $59,763,472 across 13 Software - Application names. UBER ranks #3 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
93,543 | $14,654,445 | |
| 2 | PAYX |
Paychex Inc
|
110,702 | $10,885,327 | |
| 3 | UBER |
Uber Technologies, Inc
This page
|
137,089 | $9,892,342 | |
| 4 | SAP |
Sap SE
|
33,960 | $5,233,574 | |
| 5 | INTU |
Intuit Inc.
|
15,665 | $4,088,565 | |
| 6 | ADBE |
Adobe Inc.
|
15,388 | $3,154,847 | |
| 7 | ADP |
Automatic Data Processing Inc
|
13,937 | $3,121,190 | |
| 8 | NOW |
ServiceNow, Inc.
|
27,816 | $2,761,572 |
All Filings in UBER
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,892,342 | 137,089 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $11,110,235 | 154,459 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,767,465 | 144,015 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $13,724,813 | 140,092 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $12,647,748 | 135,560 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,149,831 | 125,581 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $4,809,856 | 79,739 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,800,243 | 63,867 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,474,754 | 34,050 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,386,358 | 18,007 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||