Ritholtz Wealth Management’s Rand Capital RAND Stock Holding History

Ritholtz Wealth Management’s Portfolio RAND Stock Details RAND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-11,089	Closed	-$126K	–	1260
2025 Q4	$126K	Buy	+11,089	New	+$155K	﹤0.01%	1090

Other funds holding RAND

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ritholtz Wealth Management's RAND Position: Q1 2026 in Review

Ritholtz Wealth Management sold out of Rand Capital (RAND) in Q1 2026, closing a stake of 11,089 shares — an estimated $126K sold.

Ritholtz Wealth Management first reported a position in RAND in Q4 2025 and held it in 1 quarter. The position peaked at $126K in Q4 2025. 5 funds tracked by Wall St. Rank hold RAND as of Q1 2026.

Ritholtz Wealth Management reported no remaining Rand Capital position as of Q1 2026 after selling out during the quarter.
Ritholtz Wealth Management sold 11,089 Rand Capital shares in Q1 2026, an estimated $126K.
Ritholtz Wealth Management first reported a position in Rand Capital in Q4 2025 and held it in 1 quarter.
Ritholtz Wealth Management's Rand Capital position peaked at $126K in Q4 2025.
5 funds tracked by Wall St. Rank held Rand Capital as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.