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Asset Planning Inc’s Microbot Medical MBOT Stock Holding History

Asset Planning Inc’s Portfolio MBOT Stock Details MBOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.9K Buy
+2,000
New +$4.08K ﹤0.01% 286

Other funds holding MBOT

AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM
LCM
Lazari Capital Management Woodland Hills, California $325M AUM 32.83% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Asset Planning Inc's MBOT Position: Q2 2026 in Review

Asset Planning Inc opened a new position in Microbot Medical (MBOT) in Q2 2026: 2,000 shares worth $3.9K. The stake represents ﹤0.01% of the portfolio and ranks #286 among its holdings.

15 funds tracked by Wall St. Rank hold MBOT as of Q2 2026.

  • Asset Planning Inc held 2,000 shares of Microbot Medical worth $3.9K as of Q2 2026.
  • Microbot Medical was a new Asset Planning Inc position in Q2 2026.
  • Microbot Medical made up ﹤0.01% of Asset Planning Inc's portfolio in Q2 2026, its #286 holding.
  • 15 funds tracked by Wall St. Rank held Microbot Medical as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.