Comprehensive Financial Management’s Vicarious Surgical RBOT Stock Holding History

Comprehensive Financial Management’s Portfolio RBOT Stock Details RBOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-69,043	Closed	-$150K	–	41
2025 Q4	$150K	Hold	69,043	–	–	﹤0.01%	34
2025 Q3	$380K	Hold	69,043	–	–	0.01%	36
2025 Q2	$518K	Hold	69,043	–	–	0.01%	38
2025 Q1	$453K	Hold	69,043	–	–	0.01%	33
2024 Q4	$909K	Hold	69,043	–	–	0.03%	32
2024 Q3	$392K	Hold	69,043	–	–	0.01%	37
2024 Q2	$405K	Sell	69,043 -2	-0%	-$18	0.01%	37
2024 Q1	$625K	Hold	69,045	–	–	0.02%	32
2023 Q4	$760K	Hold	69,045	–	–	0.03%	30
2023 Q3	$1.22M	Hold	69,045	–	–	0.04%	29
2023 Q2	$3.79M	Hold	69,045	–	–	0.12%	19
2023 Q1	$4.7M	Hold	69,045	–	–	0.14%	17
2022 Q4	$4.18M	Hold	69,045	–	–	0.13%	17
2022 Q3	$6.94M	Sell	69,045 -4,120	-6%	-$480K	0.18%	14
2022 Q2	$6.45M	Sell	73,165 -1,415	-2%	-$173K	0.18%	16
2022 Q1	$11.3M	Hold	74,580	–	–	0.21%	13
2021 Q4	$23.8M	Hold	74,580	–	–	0.31%	12
2021 Q3	$33.5M	Buy	+74,580	New	+$23.6M	0.31%	10

Other funds holding RBOT

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

FFG

Forum Finance Group Geneva $184M AUM

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $130M AUM

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Comprehensive Financial Management's RBOT Position: Q1 2026 in Review

Comprehensive Financial Management sold out of Vicarious Surgical (RBOT) in Q1 2026, closing a stake of 69,043 shares — an estimated $150K sold.

Comprehensive Financial Management first reported a position in RBOT in Q3 2021 and held it in 18 quarters. The position peaked at $33.5M in Q3 2021. 8 funds tracked by Wall St. Rank hold RBOT as of Q1 2026.

Comprehensive Financial Management reported no remaining Vicarious Surgical position as of Q1 2026 after selling out during the quarter.
Comprehensive Financial Management sold 69,043 Vicarious Surgical shares in Q1 2026, an estimated $150K.
Comprehensive Financial Management first reported a position in Vicarious Surgical in Q3 2021 and held it in 18 quarters.
Comprehensive Financial Management's Vicarious Surgical position peaked at $33.5M in Q3 2021.
8 funds tracked by Wall St. Rank held Vicarious Surgical as of Q1 2026.

Based on Comprehensive Financial Management's 13F filing for Q1 2026, filed 15 May 2026.