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Private Wealth Management Group’s Richardson Electronics RELL Stock Holding History

Private Wealth Management Group’s Portfolio RELL Stock Details RELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.17K Hold
114
– – ﹤0.01% 1141
2026
Q1 		$1.25K Hold
114
– – ﹤0.01% 1201
2025
Q4 		$1.24K Hold
114
– – ﹤0.01% 1219
2025
Q3 		$1.12K Hold
114
– – ﹤0.01% 1258
2025
Q2 		$1.1K Buy
+114
New +$1.04K ﹤0.01% 1258

Other funds holding RELL

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.6B AUM 17.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Private Wealth Management Group's RELL Position: Q2 2026 in Review

Private Wealth Management Group held its Richardson Electronics (RELL) position steady in Q2 2026 at 114 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

Private Wealth Management Group first reported a position in RELL in Q2 2025 and has held it in 5 quarters since. 115 funds tracked by Wall St. Rank hold RELL as of Q2 2026.

  • Private Wealth Management Group held 114 shares of Richardson Electronics worth $2.17K as of Q2 2026.
  • Private Wealth Management Group left its Richardson Electronics share count unchanged in Q2 2026.
  • Richardson Electronics made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1141 holding.
  • Private Wealth Management Group first reported a position in Richardson Electronics in Q2 2025 and has held it in 5 quarters since.
  • 115 funds tracked by Wall St. Rank held Richardson Electronics as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.