Williams Jones Wealth Management, LLC.

Position in UBER — Uber Technologies, Inc

CIK 1788587 New York, NY

Position in UBER

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$73,967,968

-$9,053,422 QoQ

Shares Held

1,025,055

-11.2% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#171

of 2,400 holders

Holding Since

Jun 2020

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Williams Jones Wealth Management, LLC. holds $228,738,146 across 9 Software - Application names. UBER ranks #2 (32.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	525,325	$117,646,532
2	UBER	Uber Technologies, Inc This page	1,025,055	$73,967,968
3	INTU	Intuit Inc.	101,233	$26,421,813
4	PAYX	Paychex Inc	35,010	$3,442,533
5	ROP	Roper Technologies Inc	8,487	$2,871,915
6	PDFS	Pdf Solutions Inc	32,000	$2,265,280
7	SHOP	Shopify Inc.	8,544	$975,553
8	NOW	ServiceNow, Inc.	9,254	$918,737

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$73,967,968	1,025,055	-11.2%	Shares	Sole	2026-08-05
2026-03-31	$83,021,390	1,154,197	-4.4%	Shares	Sole	2026-05-05
2025-12-31	$98,599,457	1,206,700	+13.8%	Shares	Sole	2026-02-13
2025-09-30	$103,865,736	1,060,179	+22.7%	Shares	Sole	2025-11-14
2025-06-30	$80,611,666	864,005	+5.5%	Shares	Sole	2025-08-14
2025-03-31	$59,670,518	818,975	+80.2%	Shares	Sole	2025-05-15
2024-12-31	$27,415,681	454,504	+5278.7%	Shares	Sole	2025-02-14
2021-09-30	$378,560	8,450	-22.8%	Shares	Sole	2021-11-15
2020-09-30	$399,091	10,940	+55.4%	Shares	Sole	2020-11-13
2020-06-30	$218,741	7,038	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.