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Arete Wealth Advisors’s Richtech Robotics RR Stock Holding History

Arete Wealth Advisors’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
2025
Q4 		– Sell
-25,000
Closed -$107K – 673
2025
Q3 		$107K Hold
25,000
– – 0.01% 746
2025
Q2 		$49K Sell
25,000
-1,000
-4% -$2.1K ﹤0.01% 710
2025
Q1 		$51K Buy
26,000
+500
+2% +$1.23K ﹤0.01% 702
2024
Q4 		$69K Buy
+25,500
New +$23K 0.01% 727

Other funds holding RR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arete Wealth Advisors's RR Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Richtech Robotics (RR) in Q4 2025, closing a stake of 25,000 shares — an estimated $107K sold.

Arete Wealth Advisors first reported a position in RR in Q4 2024 and held it in 4 quarters. The position peaked at $107K in Q3 2025. 175 funds tracked by Wall St. Rank hold RR as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Richtech Robotics position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 25,000 Richtech Robotics shares in Q4 2025, an estimated $107K.
  • Arete Wealth Advisors first reported a position in Richtech Robotics in Q4 2024 and held it in 4 quarters.
  • Arete Wealth Advisors's Richtech Robotics position peaked at $107K in Q3 2025.
  • 175 funds tracked by Wall St. Rank held Richtech Robotics as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.