Cornerstone Wealth Management, LLC
Position in UBER — Uber Technologies, Inc
CIK 1674117
ST. PETERS, MO
Position in UBER
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$579,733
-$91,733 QoQ
Shares Held
8,034
-13.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,553
of 2,397 holders
Holding Since
Jun 2021
16 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, 2026Cornerstone Wealth Management, LLC holds $7,675,891 across 10 Software - Application names. UBER ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | YOU |
Clear Secure, Inc.
|
35,626 | $1,985,436 | |
| 2 | CRM |
Salesforce, Inc.
|
8,463 | $1,325,813 | |
| 3 | SHOP |
Shopify Inc.
|
11,323 | $1,292,860 | |
| 4 | NOW |
ServiceNow, Inc.
|
8,091 | $803,274 | |
| 5 | UBER |
Uber Technologies, Inc
This page
|
8,034 | $579,733 | |
| 6 | ADP |
Automatic Data Processing Inc
|
2,443 | $547,109 | |
| 7 | PAYX |
Paychex Inc
|
5,418 | $532,751 | |
| 8 | MSTR |
Strategy Inc
|
3,153 | $274,090 |
All Filings in UBER
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $579,733 | 8,034 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $671,466 | 9,335 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $495,326 | 6,062 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $528,548 | 5,395 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $484,693 | 5,195 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $322,259 | 4,423 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $254,128 | 4,213 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $285,081 | 3,793 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $247,112 | 3,400 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $265,692 | 3,451 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $259,886 | 4,221 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $214,819 | 4,671 | Shares | Sole | 2023-11-07 | |
| 2022-03-31 | $298,391 | 8,363 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $366,090 | 8,731 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $324,665 | 7,247 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $211,706 | 4,224 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||