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CreativeOne Wealth’s Richtech Robotics RR Stock Holding History

CreativeOne Wealth’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 		– Sell
-14,246
Closed -$46K – 1250
2025
Q4 		$46K Sell
14,246
-18,382
-56% -$81.3K ﹤0.01% 1163
2025
Q3 		$140K Buy
+32,628
New +$85.8K ﹤0.01% 1123

Other funds holding RR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 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
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
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CreativeOne Wealth's RR Position: Q1 2026 in Review

CreativeOne Wealth sold out of Richtech Robotics (RR) in Q1 2026, closing a stake of 14,246 shares — an estimated $46K sold.

CreativeOne Wealth first reported a position in RR in Q3 2025 and held it in 2 quarters. The position peaked at $140K in Q3 2025. 182 funds tracked by Wall St. Rank hold RR as of Q1 2026.

  • CreativeOne Wealth reported no remaining Richtech Robotics position as of Q1 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 14,246 Richtech Robotics shares in Q1 2026, an estimated $46K.
  • CreativeOne Wealth first reported a position in Richtech Robotics in Q3 2025 and held it in 2 quarters.
  • CreativeOne Wealth's Richtech Robotics position peaked at $140K in Q3 2025.
  • 182 funds tracked by Wall St. Rank held Richtech Robotics as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.