MWA
IRBT

Medallion Wealth Advisors’s iRobot IRBT Stock Holding History

Medallion Wealth Advisors’s Portfolio IRBT Stock Details IRBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-250
Closed -$898 – 1131
2025
Q3 		$898 Hold
250
– – ﹤0.01% 1037
2025
Q2 		$785 Hold
250
– – ﹤0.01% 1033
2025
Q1 		$620 Hold
250
– – ﹤0.01% 1014
2024
Q4 		$1.94K Buy
+250
New +$2K ﹤0.01% 861

Other funds holding IRBT

XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
MTIM
Marathon Trading Investment Management Radnor, Pennsylvania $3.67B AUM 21.97% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $2.66B AUM 26.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
TC
T3 Companies New York $93.7M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
XSC
X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return
DE
DV Equities Chicago, Illinois $558M AUM
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Medallion Wealth Advisors's IRBT Position: Q4 2025 in Review

Medallion Wealth Advisors sold out of iRobot (IRBT) in Q4 2025, closing a stake of 250 shares — an estimated $898 sold.

Medallion Wealth Advisors first reported a position in IRBT in Q4 2024 and held it in 4 quarters. The position peaked at $1.94K in Q4 2024. 20 funds tracked by Wall St. Rank hold IRBT as of Q4 2025.

  • Medallion Wealth Advisors reported no remaining iRobot position as of Q4 2025 after selling out during the quarter.
  • Medallion Wealth Advisors sold 250 iRobot shares in Q4 2025, an estimated $898.
  • Medallion Wealth Advisors first reported a position in iRobot in Q4 2024 and held it in 4 quarters.
  • Medallion Wealth Advisors's iRobot position peaked at $1.94K in Q4 2024.
  • 20 funds tracked by Wall St. Rank held iRobot as of Q4 2025.

Based on Medallion Wealth Advisors's 13F filing for Q4 2025, filed 24 Apr 2026.