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Pinnacle Wealth Planning Services’s Richtech Robotics RR Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-1,343
Closed -$4.34K – 2838
2025
Q4 		$4.34K Buy
+1,343
New +$5.94K ﹤0.01% 2318

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VCM
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinnacle Wealth Planning Services's RR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Richtech Robotics (RR) in Q1 2026, closing a stake of 1,343 shares — an estimated $4.34K sold.

Pinnacle Wealth Planning Services first reported a position in RR in Q4 2025 and held it in 1 quarter. The position peaked at $4.34K in Q4 2025. 182 funds tracked by Wall St. Rank hold RR as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining Richtech Robotics position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,343 Richtech Robotics shares in Q1 2026, an estimated $4.34K.
  • Pinnacle Wealth Planning Services first reported a position in Richtech Robotics in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Richtech Robotics position peaked at $4.34K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Richtech Robotics as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.