Curio Wealth’s Richtech Robotics RR Stock Holding History

Curio 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	-1,000	Closed	-$3.65K	–	1273
2025 Q4	$3.65K	Hold	1,000	–	–	﹤0.01%	316
2025 Q3	$4.29K	Hold	1,000	–	–	﹤0.01%	218
2025 Q2	$1.95K	Buy	+1,000	New	+$2.1K	﹤0.01%	279

Other funds holding RR

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Curio Wealth's RR Position: Q1 2026 in Review

Curio Wealth sold out of Richtech Robotics (RR) in Q1 2026, closing a stake of 1,000 shares — an estimated $3.65K sold.

Curio Wealth first reported a position in RR in Q2 2025 and held it in 3 quarters. The position peaked at $4.29K in Q3 2025. 182 funds tracked by Wall St. Rank hold RR as of Q1 2026.

Curio Wealth reported no remaining Richtech Robotics position as of Q1 2026 after selling out during the quarter.
Curio Wealth sold 1,000 Richtech Robotics shares in Q1 2026, an estimated $3.65K.
Curio Wealth first reported a position in Richtech Robotics in Q2 2025 and held it in 3 quarters.
Curio Wealth's Richtech Robotics position peaked at $4.29K in Q3 2025.
182 funds tracked by Wall St. Rank held Richtech Robotics as of Q1 2026.

Based on Curio Wealth's 13F filing for Q1 2026, filed 12 May 2026.