Creative Planning
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Creative Planning’s Richtech Robotics RR Stock Holding History

Creative Planning’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 		$75.9K Buy
35,979
+7,361
+26% +$17.9K ﹤0.01% 4083
2026
Q1 		$59.8K Buy
28,618
+17,791
+164% +$54.7K ﹤0.01% 3968
2025
Q4 		$35K Sell
10,827
-22,207
-67% -$98.2K ﹤0.01% 3826
2025
Q3 		$142K Buy
+33,034
New +$86.9K ﹤0.01% 3594

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 $3.38T AUM 44.17% 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

Creative Planning's RR Position: Q2 2026 in Review

Creative Planning increased its Richtech Robotics (RR) stake by 26% in Q2 2026, buying an estimated $17.9K and bringing the position to 35,979 shares worth $75.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4083.

Creative Planning first reported a position in RR in Q3 2025 and has held it in 4 quarters since. The position peaked at $142K in Q3 2025. 182 funds tracked by Wall St. Rank hold RR as of Q2 2026.

  • Creative Planning held 35,979 shares of Richtech Robotics worth $75.9K as of Q2 2026.
  • Creative Planning bought 7,361 Richtech Robotics shares in Q2 2026, an estimated $17.9K.
  • Richtech Robotics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4083 holding.
  • Creative Planning first reported a position in Richtech Robotics in Q3 2025 and has held it in 4 quarters since.
  • Creative Planning's Richtech Robotics position peaked at $142K in Q3 2025.
  • 182 funds tracked by Wall St. Rank held Richtech Robotics as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.