Concord Wealth Partners’s Richtech Robotics RR Stock Holding History

Concord Wealth Partners’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
2025 Q3	–	Sell	-500	Closed	-$975	–	878
2025 Q2	$975	Buy	+500	New	+$1.05K	﹤0.01%	757

Other funds holding RR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Concord Wealth Partners's RR Position: Q3 2025 in Review

Concord Wealth Partners sold out of Richtech Robotics (RR) in Q3 2025, closing a stake of 500 shares — an estimated $975 sold.

Concord Wealth Partners first reported a position in RR in Q2 2025 and held it in 1 quarter. The position peaked at $975 in Q2 2025. 146 funds tracked by Wall St. Rank hold RR as of Q3 2025.

Concord Wealth Partners reported no remaining Richtech Robotics position as of Q3 2025 after selling out during the quarter.
Concord Wealth Partners sold 500 Richtech Robotics shares in Q3 2025, an estimated $975.
Concord Wealth Partners first reported a position in Richtech Robotics in Q2 2025 and held it in 1 quarter.
Concord Wealth Partners's Richtech Robotics position peaked at $975 in Q2 2025.
146 funds tracked by Wall St. Rank held Richtech Robotics as of Q3 2025.

Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.