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IFP Advisors’s Richtech Robotics RR Stock Holding History

IFP 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 		$119K Buy
56,519
+16,444
+41% +$39.9K ﹤0.01% 1852
2026
Q1 		$83.8K Buy
40,075
+14,250
+55% +$43.8K ﹤0.01% 1958
2025
Q4 		$83.4K Sell
25,825
-9,750
-27% -$43.1K ﹤0.01% 1913
2025
Q3 		$153K Buy
35,575
+30,575
+612% +$80.4K ﹤0.01% 1430
2025
Q2 		$9.75K Hold
5,000
– – ﹤0.01% 2938
2025
Q1 		$9.9K Hold
5,000
– – ﹤0.01% 2577
2024
Q4 		$13.5K Buy
+5,000
New +$4.51K ﹤0.01% 2422

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

IFP Advisors's RR Position: Q2 2026 in Review

IFP Advisors increased its Richtech Robotics (RR) stake by 41% in Q2 2026, buying an estimated $39.9K and bringing the position to 56,519 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #1852.

IFP Advisors first reported a position in RR in Q4 2024 and has held it in 7 quarters since. The position peaked at $153K in Q3 2025. 182 funds tracked by Wall St. Rank hold RR as of Q2 2026.

  • IFP Advisors held 56,519 shares of Richtech Robotics worth $119K as of Q2 2026.
  • IFP Advisors bought 16,444 Richtech Robotics shares in Q2 2026, an estimated $39.9K.
  • Richtech Robotics made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1852 holding.
  • IFP Advisors first reported a position in Richtech Robotics in Q4 2024 and has held it in 7 quarters since.
  • IFP Advisors's Richtech Robotics position peaked at $153K in Q3 2025.
  • 182 funds tracked by Wall St. Rank held Richtech Robotics as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.