JWCA
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J.W. Cole Advisors’s Richtech Robotics RR Stock Holding History

J.W. Cole 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 		$93.1K Buy
+44,100
New +$107K ﹤0.01% 1552
2026
Q1 		– Sell
-38,800
Closed -$122K – 1339
2025
Q4 		$122K Buy
38,800
+3,000
+8% +$13.3K ﹤0.01% 1359
2025
Q3 		$154K Buy
+35,800
New +$94.1K ﹤0.01% 1469

Other funds holding RR

TMC
Themes Management Co Greenwich, Connecticut $151M AUM
AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

J.W. Cole Advisors's RR Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Richtech Robotics (RR) in Q2 2026: 44,100 shares worth $93.1K. The stake represents ﹤0.01% of the portfolio and ranks #1552 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in RR as recently as Q4 2025.

J.W. Cole Advisors first reported a position in RR in Q3 2025 and has held it in 3 quarters since. The position peaked at $154K in Q3 2025. 35 funds tracked by Wall St. Rank hold RR as of Q2 2026.

  • J.W. Cole Advisors held 44,100 shares of Richtech Robotics worth $93.1K as of Q2 2026.
  • Richtech Robotics was a new J.W. Cole Advisors position in Q2 2026.
  • Richtech Robotics made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1552 holding.
  • J.W. Cole Advisors first reported a position in Richtech Robotics in Q3 2025 and has held it in 3 quarters since.
  • J.W. Cole Advisors's Richtech Robotics position peaked at $154K in Q3 2025.
  • 35 funds tracked by Wall St. Rank held Richtech Robotics as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.