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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
Q3 		$2.02K Hold
114
– – ﹤0.01% 1183
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

Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Private Wealth Management Group's RELL Position: Q3 2026 in Review

Private Wealth Management Group held its Richardson Electronics (RELL) position steady in Q3 2026 at 114 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Private Wealth Management Group first reported a position in RELL in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.17K in Q2 2026. 9 funds tracked by Wall St. Rank hold RELL as of Q3 2026.

  • Private Wealth Management Group held 114 shares of Richardson Electronics worth $2.02K as of Q3 2026.
  • Private Wealth Management Group left its Richardson Electronics share count unchanged in Q3 2026.
  • Richardson Electronics made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1183 holding.
  • Private Wealth Management Group first reported a position in Richardson Electronics in Q2 2025 and has held it in 6 quarters since.
  • Private Wealth Management Group's Richardson Electronics position peaked at $2.17K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Richardson Electronics as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.