AWM
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Activest Wealth Management’s Richtech Robotics RR Stock Holding History

Activest Wealth Management’s Portfolio RR Stock Details RR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-35,000
Closed -$85K – 1476
2026
Q1 		$73.2K Buy
+35,000
New +$108K 0.01% 277

Other funds holding RR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
NFG
Northbridge Financial Group Tampa, Florida $261M AUM
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Activest Wealth Management's RR Position: Q2 2026 in Review

Activest Wealth Management sold out of Richtech Robotics (RR) in Q2 2026, closing a stake of 35,000 shares — an estimated $85K sold.

Activest Wealth Management first reported a position in RR in Q1 2026 and held it in 1 quarter. The position peaked at $73.2K in Q1 2026. 10 funds tracked by Wall St. Rank hold RR as of Q2 2026.

  • Activest Wealth Management reported no remaining Richtech Robotics position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 35,000 Richtech Robotics shares in Q2 2026, an estimated $85K.
  • Activest Wealth Management first reported a position in Richtech Robotics in Q1 2026 and held it in 1 quarter.
  • Activest Wealth Management's Richtech Robotics position peaked at $73.2K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Richtech Robotics as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.