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Richardson Financial Services’s Uber UBER Stock Holding History

Richardson Financial Services’s Portfolio UBER Stock Details UBER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-168
Closed -$13.7K – 660
2025
Q4 		$13.7K Sell
168
-7
-4% -$630 ﹤0.01% 447
2025
Q3 		$17.1K Buy
175
+61
+54% +$5.71K 0.01% 389
2025
Q2 		$10.5K Hold
114
– – 0.01% 401
2025
Q1 		$8.31K Buy
114
+22
+24% +$1.58K 0.01% 404
2024
Q4 		$5.58K Buy
92
+42
+84% +$3K ﹤0.01% 455
2024
Q3 		$3.7K Buy
50
+25
+100% +$1.76K ﹤0.01% 473
2024
Q2 		$1.82K Buy
25
+8
+47% +$556 ﹤0.01% 471
2024
Q1 		$1.31K Buy
+17
New +$1.22K ﹤0.01% 526

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Richardson Financial Services's UBER Position: Q1 2026 in Review

Richardson Financial Services sold out of Uber (UBER) in Q1 2026, closing a stake of 168 shares — an estimated $13.7K sold.

Richardson Financial Services first reported a position in UBER in Q1 2024 and held it in 8 quarters. The position peaked at $17.1K in Q3 2025. 2,442 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Richardson Financial Services reported no remaining Uber position as of Q1 2026 after selling out during the quarter.
  • Richardson Financial Services sold 168 Uber shares in Q1 2026, an estimated $13.7K.
  • Richardson Financial Services first reported a position in Uber in Q1 2024 and held it in 8 quarters.
  • Richardson Financial Services's Uber position peaked at $17.1K in Q3 2025.
  • 2,442 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.