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
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 $5.72T AUM 30.48% 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 $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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

Creative Planning's RR Position: Q1 2026 in Review

Creative Planning increased its Richtech Robotics (RR) stake by 164% in Q1 2026, buying an estimated $54.7K and bringing the position to 28,618 shares worth $59.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3968.

Creative Planning first reported a position in RR in Q3 2025 and has held it in 3 quarters since. The position peaked at $142K in Q3 2025. 182 funds tracked by Wall St. Rank hold RR as of Q1 2026.

  • Creative Planning held 28,618 shares of Richtech Robotics worth $59.8K as of Q1 2026.
  • Creative Planning bought 17,791 Richtech Robotics shares in Q1 2026, an estimated $54.7K.
  • Richtech Robotics made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3968 holding.
  • Creative Planning first reported a position in Richtech Robotics in Q3 2025 and has held it in 3 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 Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.