Position in UBER
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$616,318
+$163,231 QoQ
Shares Held
8,541
+35.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,528
of 2,397 holders
Holding Since
Jun 2020
8 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, 2026Principle Wealth Partners LLC holds $8,145,151 across 9 Software - Application names. UBER ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
11,071 | $2,479,350 | |
| 2 | NOW |
ServiceNow, Inc.
|
18,182 | $1,805,108 | |
| 3 | CRM |
Salesforce, Inc.
|
6,808 | $1,066,541 | |
| 4 | SNOW |
Snowflake Inc.
|
3,531 | $898,639 | |
| 5 | UBER |
Uber Technologies, Inc
This page
|
8,541 | $616,318 | |
| 6 | ADBE |
Adobe Inc.
|
1,849 | $379,081 | |
| 7 | MSTR |
Strategy Inc
|
3,771 | $327,813 | |
| 8 | PAYX |
Paychex Inc
|
3,142 | $308,952 |
All Filings in UBER
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $616,318 | 8,541 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $453,087 | 6,299 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $735,880 | 9,006 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $719,981 | 7,349 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $657,671 | 7,049 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $484,883 | 6,655 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $373,682 | 6,195 | Shares | Sole | 2025-01-29 | |
| 2020-06-30 | $1,864 | 60 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||