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Bogart Wealth LLC’s Richtech Robotics RR Stock Holding History

Bogart Wealth LLC’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
2026
Q2 		$153K Buy
72,487
+52,480
+262% +$127K 0.01% 330
2026
Q1 		$41.8K Buy
20,007
+7,907
+65% +$24.3K ﹤0.01% 538
2025
Q4 		$39.1K Sell
12,100
-10,900
-47% -$48.2K ﹤0.01% 529
2025
Q3 		$98.7K Sell
23,000
-37,000
-62% -$97.3K ﹤0.01% 333
2025
Q2 		$117K Buy
+60,000
New +$126K 0.01% 315

Other funds holding RR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bogart Wealth LLC's RR Position: Q2 2026 in Review

Bogart Wealth LLC increased its Richtech Robotics (RR) stake by 262% in Q2 2026, buying an estimated $127K and bringing the position to 72,487 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #330.

Bogart Wealth LLC first reported a position in RR in Q2 2025 and has held it in 5 quarters since. 182 funds tracked by Wall St. Rank hold RR as of Q2 2026.

  • Bogart Wealth LLC held 72,487 shares of Richtech Robotics worth $153K as of Q2 2026.
  • Bogart Wealth LLC bought 52,480 Richtech Robotics shares in Q2 2026, an estimated $127K.
  • Richtech Robotics made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #330 holding.
  • Bogart Wealth LLC first reported a position in Richtech Robotics in Q2 2025 and has held it in 5 quarters since.
  • 182 funds tracked by Wall St. Rank held Richtech Robotics as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.