AF
RBOT

Allworth Financial’s Vicarious Surgical RBOT Stock Holding History

Allworth Financial’s Portfolio RBOT Stock Details RBOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,000
Closed -$10.8K – 5296
2025
Q4 		$10.8K Buy
5,000
+4,000
+400% +$16.3K ﹤0.01% 3217
2025
Q3 		$5.51K Sell
1,000
-33
-3% -$252 ﹤0.01% 3498
2025
Q2 		$7.75K Buy
1,033
+33
+3% +$240 ﹤0.01% 3018
2025
Q1 		$6.65K Hold
1,000
– – ﹤0.01% 2616
2024
Q4 		$14K Hold
1,000
– – ﹤0.01% 2303
2024
Q3 		$5.68K Buy
+1,000
New +$6.64K ﹤0.01% 2513

Other funds holding RBOT

AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
FFG
Forum Finance Group Geneva $184M AUM
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $130M AUM
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Allworth Financial's RBOT Position: Q1 2026 in Review

Allworth Financial sold out of Vicarious Surgical (RBOT) in Q1 2026, closing a stake of 5,000 shares — an estimated $10.8K sold.

Allworth Financial first reported a position in RBOT in Q3 2024 and held it in 6 quarters. The position peaked at $14K in Q4 2024. 8 funds tracked by Wall St. Rank hold RBOT as of Q1 2026.

  • Allworth Financial reported no remaining Vicarious Surgical position as of Q1 2026 after selling out during the quarter.
  • Allworth Financial sold 5,000 Vicarious Surgical shares in Q1 2026, an estimated $10.8K.
  • Allworth Financial first reported a position in Vicarious Surgical in Q3 2024 and held it in 6 quarters.
  • Allworth Financial's Vicarious Surgical position peaked at $14K in Q4 2024.
  • 8 funds tracked by Wall St. Rank held Vicarious Surgical as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.