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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
Q1 		– Sell
-21,000
Closed -$50K – 682
2025
Q4 		$50K Buy
+21,000
New +$50.6K ﹤0.01% 633

Other funds holding WRAP

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Robertson Stephens Wealth Management's WRAP Position: Q1 2026 in Review

Robertson Stephens Wealth Management increased its Wrap Technologies (WRAP) stake by 6.8% in Q1 2026, buying an estimated $4.82K and bringing the position to 38,646 shares worth $59.5K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Robertson Stephens Wealth Management first reported a position in WRAP in Q4 2025 and has held it in 2 quarters since. The position peaked at $86.2K in Q4 2025. 60 funds tracked by Wall St. Rank hold WRAP as of Q1 2026.

  • Robertson Stephens Wealth Management held 38,646 shares of Wrap Technologies worth $59.5K as of Q1 2026.
  • Robertson Stephens Wealth Management bought 2,447 Wrap Technologies shares in Q1 2026, an estimated $4.82K.
  • Wrap Technologies made up ﹤0.01% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #605 holding.
  • Robertson Stephens Wealth Management first reported a position in Wrap Technologies in Q4 2025 and has held it in 2 quarters since.
  • Robertson Stephens Wealth Management's Wrap Technologies position peaked at $86.2K in Q4 2025.
  • 60 funds tracked by Wall St. Rank held Wrap Technologies as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.