Peak Planning Group’s Richtech Robotics RR Stock Holding History

Peak Planning Group’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	-10,000	Closed	-$19.8K	–	123
2025 Q1	$19.8K	Buy	+10,000	New	+$24.6K	0.01%	121

Other funds holding RR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Peak Planning Group's RR Position: Q2 2025 in Review

Peak Planning Group sold out of Richtech Robotics (RR) in Q2 2025, closing a stake of 10,000 shares — an estimated $19.8K sold.

Peak Planning Group first reported a position in RR in Q1 2025 and held it in 1 quarter. The position peaked at $19.8K in Q1 2025. 81 funds tracked by Wall St. Rank hold RR as of Q2 2025.

Peak Planning Group reported no remaining Richtech Robotics position as of Q2 2025 after selling out during the quarter.
Peak Planning Group sold 10,000 Richtech Robotics shares in Q2 2025, an estimated $19.8K.
Peak Planning Group first reported a position in Richtech Robotics in Q1 2025 and held it in 1 quarter.
Peak Planning Group's Richtech Robotics position peaked at $19.8K in Q1 2025.
81 funds tracked by Wall St. Rank held Richtech Robotics as of Q2 2025.

Based on Peak Planning Group's 13F filing for Q2 2025, filed 24 Jun 2026.