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Capital Advisors Inc’s Richtech Robotics RR Stock Holding History

Capital Advisors Inc’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 		$34.6K Buy
16,398
+482
+3% +$1.17K ﹤0.01% 369
2026
Q1 		$33.3K Sell
15,916
-11,584
-42% -$35.6K ﹤0.01% 351
2025
Q4 		$88.8K Buy
+27,500
New +$122K ﹤0.01% 337
2025
Q3 		– Sell
-100,000
Closed -$195K – 358
2025
Q2 		$195K Buy
+100,000
New +$210K ﹤0.01% 310

Other funds holding RR

TMC
Themes Management Co Greenwich, Connecticut $151M AUM
AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Capital Advisors Inc's RR Position: Q2 2026 in Review

Capital Advisors Inc increased its Richtech Robotics (RR) stake by 3% in Q2 2026, buying an estimated $1.17K and bringing the position to 16,398 shares worth $34.6K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Capital Advisors Inc first reported a position in RR in Q2 2025 and has held it in 4 quarters since. The position peaked at $195K in Q2 2025. 34 funds tracked by Wall St. Rank hold RR as of Q2 2026.

  • Capital Advisors Inc held 16,398 shares of Richtech Robotics worth $34.6K as of Q2 2026.
  • Capital Advisors Inc bought 482 Richtech Robotics shares in Q2 2026, an estimated $1.17K.
  • Richtech Robotics made up ﹤0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #369 holding.
  • Capital Advisors Inc first reported a position in Richtech Robotics in Q2 2025 and has held it in 4 quarters since.
  • Capital Advisors Inc's Richtech Robotics position peaked at $195K in Q2 2025.
  • 34 funds tracked by Wall St. Rank held Richtech Robotics as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.