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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
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 $10.1B AUM 42.88% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.45B AUM 9.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Private Wealth Management Group's RELL Position: Q1 2026 in Review

Private Wealth Management Group held its Richardson Electronics (RELL) position steady in Q1 2026 at 114 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Private Wealth Management Group first reported a position in RELL in Q2 2025 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold RELL as of Q1 2026.

  • Private Wealth Management Group held 114 shares of Richardson Electronics worth $1.25K as of Q1 2026.
  • Private Wealth Management Group left its Richardson Electronics share count unchanged in Q1 2026.
  • Richardson Electronics made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #1201 holding.
  • Private Wealth Management Group first reported a position in Richardson Electronics in Q2 2025 and has held it in 4 quarters since.
  • 99 funds tracked by Wall St. Rank held Richardson Electronics as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.