Position in UBER
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,302,612
-$2,424,209 QoQ
Shares Held
59,626
-36.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#790
of 2,408 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026GC Wealth Management RIA, LLC holds $50,131,075 across 17 Software - Application names. UBER ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
85,099 | $13,331,609 | |
| 2 | NOW |
ServiceNow, Inc.
|
114,088 | $11,326,656 | |
| 3 | SNOW |
Snowflake Inc.
|
27,326 | $6,954,467 | |
| 4 | UBER |
Uber Technologies, Inc
This page
|
59,626 | $4,302,612 | |
| 5 | SHOP |
Shopify Inc.
|
27,934 | $3,189,504 | |
| 6 | SAP |
Sap SE
|
13,173 | $2,030,091 | |
| 7 | INTU |
Intuit Inc.
|
7,741 | $2,020,401 | |
| 8 | ADSK |
Autodesk, Inc.
|
9,620 | $1,870,320 |
All Filings in UBER
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,302,612 | 59,626 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $6,726,821 | 93,519 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,100,794 | 74,664 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $8,523,095 | 86,997 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,181,063 | 34,095 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $300,256 | 4,121 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||