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Concurrent Investment Advisors’s Richtech Robotics RR Stock Holding History

Concurrent Investment Advisors’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 		$25.5K Sell
12,081
-1,734
-13% -$4.21K ﹤0.01% 2080
2026
Q1 		$28.9K Buy
13,815
+480
+4% +$1.48K ﹤0.01% 1896
2025
Q4 		$43.1K Sell
13,335
-2,207
-14% -$9.76K ﹤0.01% 1745
2025
Q3 		$66.7K Buy
15,542
+2,842
+22% +$7.47K ﹤0.01% 1440
2025
Q2 		$24.8K Buy
12,700
+1,000
+9% +$2.1K ﹤0.01% 1372
2025
Q1 		$23.2K Buy
+11,700
New +$28.8K ﹤0.01% 1213

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 $3.37T AUM 44.26% 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

Concurrent Investment Advisors's RR Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Richtech Robotics (RR) stake by 13% in Q2 2026, selling an estimated $4.21K and leaving 12,081 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2080.

Concurrent Investment Advisors first reported a position in RR in Q1 2025 and has held it in 6 quarters since. The position peaked at $66.7K in Q3 2025. 182 funds tracked by Wall St. Rank hold RR as of Q2 2026.

  • Concurrent Investment Advisors held 12,081 shares of Richtech Robotics worth $25.5K as of Q2 2026.
  • Concurrent Investment Advisors sold 1,734 Richtech Robotics shares in Q2 2026, an estimated $4.21K.
  • Richtech Robotics made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #2080 holding.
  • Concurrent Investment Advisors first reported a position in Richtech Robotics in Q1 2025 and has held it in 6 quarters since.
  • Concurrent Investment Advisors's Richtech Robotics position peaked at $66.7K in Q3 2025.
  • 182 funds tracked by Wall St. Rank held Richtech Robotics as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.