Robertson Stephens Wealth Management
WRAP icon

Robertson Stephens Wealth Management’s Wrap Technologies WRAP Stock Holding History

Robertson Stephens Wealth Management’s Portfolio WRAP Stock Details WRAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$39K Sell
27,253
-6,446
-19% -$11.1K ﹤0.01% 630
2026
Q2 		$43.5K Sell
33,699
-4,947
-13% -$6.98K ﹤0.01% 636
2026
Q1 		$59.5K Buy
38,646
+2,447
+7% +$4.82K ﹤0.01% 605
2025
Q4 		$86.2K Buy
+36,199
New +$87.3K ﹤0.01% 626

Other funds holding WRAP

SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Integrity Wealth Partners
Integrity Wealth Partners Walnut Creek, California $129M AUM
Seelaus Asset Management
Seelaus Asset Management Chatham, New Jersey $136M AUM 34.83% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
City State Bank
City State Bank Norwalk, Iowa $441M AUM 23.97% 1-Year Est. Return

Robertson Stephens Wealth Management's WRAP Position: Q3 2026 in Review

Robertson Stephens Wealth Management reduced its Wrap Technologies (WRAP) stake by 19% in Q3 2026, selling an estimated $11.1K and leaving 27,253 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Robertson Stephens Wealth Management first reported a position in WRAP in Q4 2025 and has held it in 4 quarters since. The position peaked at $86.2K in Q4 2025. 8 funds tracked by Wall St. Rank hold WRAP as of Q3 2026.

  • Robertson Stephens Wealth Management held 27,253 shares of Wrap Technologies worth $39K as of Q3 2026.
  • Robertson Stephens Wealth Management sold 6,446 Wrap Technologies shares in Q3 2026, an estimated $11.1K.
  • Wrap Technologies made up ﹤0.01% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #630 holding.
  • Robertson Stephens Wealth Management first reported a position in Wrap Technologies in Q4 2025 and has held it in 4 quarters since.
  • Robertson Stephens Wealth Management's Wrap Technologies position peaked at $86.2K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Wrap Technologies as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.