Carson Wealth (CWM LLC)
RR icon

Carson Wealth (CWM LLC)’s Richtech Robotics RR Stock Holding History

Carson Wealth (CWM 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
Q1 		$7.6K Buy
3,635
+2,593
+249% +$7.97K ﹤0.01% 4887
2025
Q4 		$3K Buy
1,042
+712
+216% +$3.15K ﹤0.01% 5008
2025
Q3 		$1K Buy
+330
New +$868 ﹤0.01% 5181

Other funds holding RR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Richtech Robotics (RR) stake by 249% in Q1 2026, buying an estimated $7.97K and bringing the position to 3,635 shares worth $7.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4887.

Carson Wealth (CWM LLC) first reported a position in RR in Q3 2025 and has held it in 3 quarters since. 182 funds tracked by Wall St. Rank hold RR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,635 shares of Richtech Robotics worth $7.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,593 Richtech Robotics shares in Q1 2026, an estimated $7.97K.
  • Richtech Robotics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4887 holding.
  • Carson Wealth (CWM LLC) first reported a position in Richtech Robotics in Q3 2025 and has held it in 3 quarters since.
  • 182 funds tracked by Wall St. Rank held Richtech Robotics as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.