Everhart Financial Group, Inc.

Position in UBER — Uber Technologies, Inc

CIK 1852858 Dublin, OH

Position in UBER

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,033,114

-$42,743 QoQ

Shares Held

14,317

-4.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,300

of 2,392 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Everhart Financial Group, Inc. holds $9,639,486 across 16 Software - Application names. UBER ranks #2 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	6,083	$2,283,071
2	UBER	Uber Technologies, Inc This page	14,317	$1,033,114
3	NOW	ServiceNow, Inc.	9,504	$943,557
4	SHOP	Shopify Inc.	7,313	$834,998
5	CRM	Salesforce, Inc.	4,379	$686,014
6	ADP	Automatic Data Processing Inc	2,578	$577,343
7	ZM	Zoom Communications, Inc.	6,601	$569,732
8	SNOW	Snowflake Inc.	2,173	$553,028

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,033,114	14,317	-4.3%	Shares	Sole	2026-07-09
2026-03-31	$1,075,857	14,957	-0.4%	Shares	Sole	2026-04-09
2025-12-31	$1,227,529	15,023	-12.7%	Shares	Sole	2026-01-07
2025-09-30	$1,685,084	17,200	+10.3%	Shares	Sole	2025-11-04
2025-06-30	$1,454,826	15,593	+29.5%	Shares	Sole	2025-08-07
2025-03-31	$877,307	12,041	+31.5%	Shares	Sole	2025-04-16
2024-12-31	$552,470	9,159	-11.1%	Shares	Sole	2025-01-30
2024-09-30	$774,223	10,301	+20.5%	Shares	Sole	2024-11-04
2024-06-30	$621,486	8,551	+10.0%	Shares	Sole	2024-07-24
2024-03-31	$598,674	7,776	+14.3%	Shares	Sole	2024-05-13
2023-12-31	$418,860	6,803	—	Shares	Sole	2024-01-12
No filing history on record for this holder in this stock.