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Arete Wealth Advisors’s Roadzen RDZN Stock Holding History

Arete Wealth Advisors’s Portfolio RDZN Stock Details RDZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$302K Buy
+253,653
New +$387K 0.02% 304

Other funds holding RDZN

MC
Meteora Capital Boca Raton, Florida $1.36B AUM 21.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arete Wealth Advisors's RDZN Position: Q1 2026 in Review

Arete Wealth Advisors opened a new position in Roadzen (RDZN) in Q1 2026: 253,653 shares worth $302K. The stake represents 0.02% of the portfolio and ranks #304 among its holdings.

31 funds tracked by Wall St. Rank hold RDZN as of Q1 2026.

  • Arete Wealth Advisors held 253,653 shares of Roadzen worth $302K as of Q1 2026.
  • Roadzen was a new Arete Wealth Advisors position in Q1 2026.
  • Roadzen made up 0.02% of Arete Wealth Advisors's portfolio in Q1 2026, its #304 holding.
  • 31 funds tracked by Wall St. Rank held Roadzen as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.