Blue Bell Private Wealth Management’s iRobot IRBT Stock Holding History

Blue Bell Private Wealth Management’s Portfolio IRBT Stock Details IRBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-103	Closed	-$370	–	743
2025 Q3	$370	Hold	103	–	–	﹤0.01%	712
2025 Q2	$322	Hold	103	–	–	﹤0.01%	712
2025 Q1	$278	Hold	103	–	–	﹤0.01%	708
2024 Q4	$798	Hold	103	–	–	﹤0.01%	639
2024 Q3	$895	Hold	103	–	–	﹤0.01%	650
2024 Q2	$938	Hold	103	–	–	﹤0.01%	668
2024 Q1	$902	Hold	103	–	–	﹤0.01%	682
2023 Q4	$3.99K	Hold	103	–	–	﹤0.01%	579
2023 Q3	$3.9K	Hold	103	–	–	﹤0.01%	524
2023 Q2	$4.66K	Hold	103	–	–	﹤0.01%	509
2023 Q1	$4.5K	Hold	103	–	–	﹤0.01%	476
2022 Q4	$4.96K	Hold	103	–	–	﹤0.01%	463
2022 Q3	$6K	Hold	103	–	–	﹤0.01%	442
2022 Q2	$4K	Hold	103	–	–	﹤0.01%	550
2022 Q1	$7K	Hold	103	–	–	﹤0.01%	490
2021 Q4	$7K	Buy	+103	New	+$8.14K	﹤0.01%	470

Other funds holding IRBT

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

MTIM

Marathon Trading Investment Management Radnor, Pennsylvania $3.67B AUM 21.97% 1-Year Est. Return

BCV

Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

T3 Companies New York $93.7M AUM

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

XSC

X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return

DV Equities Chicago, Illinois $558M AUM

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Blue Bell Private Wealth Management's IRBT Position: Q4 2025 in Review

Blue Bell Private Wealth Management sold out of iRobot (IRBT) in Q4 2025, closing a stake of 103 shares — an estimated $370 sold.

Blue Bell Private Wealth Management first reported a position in IRBT in Q4 2021 and held it in 16 quarters. The position peaked at $7K in Q1 2022. 20 funds tracked by Wall St. Rank hold IRBT as of Q4 2025.

Blue Bell Private Wealth Management reported no remaining iRobot position as of Q4 2025 after selling out during the quarter.
Blue Bell Private Wealth Management sold 103 iRobot shares in Q4 2025, an estimated $370.
Blue Bell Private Wealth Management first reported a position in iRobot in Q4 2021 and held it in 16 quarters.
Blue Bell Private Wealth Management's iRobot position peaked at $7K in Q1 2022.
20 funds tracked by Wall St. Rank held iRobot as of Q4 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.