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Medallion Wealth Advisors’s Richtech Robotics RR Stock Holding History

Medallion Wealth 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
2025
Q2 		– Sell
-300
Closed -$609 – 1125
2025
Q1 		$609 Buy
+300
New +$738 ﹤0.01% 1015

Other funds holding RR

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Medallion Wealth Advisors's RR Position: Q2 2025 in Review

Medallion Wealth Advisors sold out of Richtech Robotics (RR) in Q2 2025, closing a stake of 300 shares — an estimated $609 sold.

Medallion Wealth Advisors first reported a position in RR in Q1 2025 and held it in 1 quarter. The position peaked at $609 in Q1 2025. 81 funds tracked by Wall St. Rank hold RR as of Q2 2025.

  • Medallion Wealth Advisors reported no remaining Richtech Robotics position as of Q2 2025 after selling out during the quarter.
  • Medallion Wealth Advisors sold 300 Richtech Robotics shares in Q2 2025, an estimated $609.
  • Medallion Wealth Advisors first reported a position in Richtech Robotics in Q1 2025 and held it in 1 quarter.
  • Medallion Wealth Advisors's Richtech Robotics position peaked at $609 in Q1 2025.
  • 81 funds tracked by Wall St. Rank held Richtech Robotics as of Q2 2025.

Based on Medallion Wealth Advisors's 13F filing for Q2 2025, filed 24 Apr 2026.