Position in UBER
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,539,820
-$85,220 QoQ
Shares Held
21,339
-5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,130
of 2,389 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Modern Wealth Management, LLC holds $14,478,485 across 18 Software - Application names. UBER ranks #4 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
13,953 | $2,185,873 | |
| 2 | PAYX |
Paychex Inc
|
20,564 | $2,022,055 | |
| 3 | FICO |
Fair Isaac Corp
|
1,682 | $2,009,618 | |
| 4 | UBER |
Uber Technologies, Inc
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|
21,339 | $1,539,820 | |
| 5 | ADP |
Automatic Data Processing Inc
|
6,462 | $1,447,162 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
2,339 | $877,872 | |
| 7 | SAP |
Sap SE
|
5,546 | $854,690 | |
| 8 | MSTR |
Strategy Inc
|
8,403 | $730,471 |
All Filings in UBER
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,539,820 | 21,339 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,625,040 | 22,592 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,871,076 | 22,899 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $2,124,085 | 21,681 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $1,995,497 | 21,388 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $1,575,451 | 21,623 | Shares | Other | 2025-06-02 | |
| No filing history on record for this holder in this stock. | ||||||