Position in WLTH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,215,967
-$1,562,160 QoQ
Shares Held
1,030,869
-11.5% QoQ
Ownership
0.690%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 139 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WLTH Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026UBS Group AG holds $12,781,779,546 across 210 Software - Application names. WLTH ranks #81 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
22,403,377 | $1,616,627,676 | |
| 2 | CRM |
Salesforce, Inc.
|
6,085,501 | $953,354,582 | |
| 3 | SNOW |
Snowflake Inc.
|
3,385,015 | $861,486,315 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,574,507 | $576,560,840 | |
| 5 | INTU |
Intuit Inc.
|
2,061,831 | $538,137,891 | |
| 6 | ADBE |
Adobe Inc.
|
2,606,894 | $534,465,405 | |
| 7 | NOW |
ServiceNow, Inc.
|
5,321,142 | $528,282,972 | |
| 8 | DT |
Dynatrace, Inc.
|
11,243,524 | $493,703,137 |
All Filings in WLTH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,215,967 | 1,030,869 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $10,778,127 | 1,165,203 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $2,242,947 | 165,044 | Shares | Defined | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||