Position in UBER
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$452,876
+$16,693 QoQ
Shares Held
6,276
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,665
of 2,412 holders
Holding Since
Sep 2025
4 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, 20261900 WEALTH MANAGEMENT LLC holds $17,057,028 across 9 Software - Application names. UBER ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDCC |
InterDigital, Inc.
|
46,651 | $13,208,297 | |
| 2 | ADBE |
Adobe Inc.
|
5,670 | $1,162,463 | |
| 3 | ADSK |
Autodesk, Inc.
|
2,714 | $527,655 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,184 | $489,106 | |
| 5 | UBER |
Uber Technologies, Inc
This page
|
6,276 | $452,876 | |
| 6 | ROP |
Roper Technologies Inc
|
1,126 | $381,027 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
862 | $323,525 | |
| 8 | CRM |
Salesforce, Inc.
|
1,896 | $297,027 |
All Filings in UBER
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452,876 | 6,276 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $436,183 | 6,064 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $481,271 | 5,890 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $558,820 | 5,704 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||