SPWM
RR icon

Straight Path Wealth Management’s Richtech Robotics RR Stock Holding History

Straight Path Wealth Management’s Portfolio RR Stock Details RR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30K Hold
14,200
– – 0.01% 141
2026
Q1 		$29.7K Buy
14,200
+3,000
+27% +$9.22K 0.01% 129
2025
Q4 		$36.2K Buy
+11,200
New +$49.5K 0.01% 129

Other funds holding RR

TMC
Themes Management Co Greenwich, Connecticut $151M AUM
AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM
CCA
Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Straight Path Wealth Management's RR Position: Q2 2026 in Review

Straight Path Wealth Management held its Richtech Robotics (RR) position steady in Q2 2026 at 14,200 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #141.

Straight Path Wealth Management first reported a position in RR in Q4 2025 and has held it in 3 quarters since. The position peaked at $36.2K in Q4 2025. 44 funds tracked by Wall St. Rank hold RR as of Q2 2026.

  • Straight Path Wealth Management held 14,200 shares of Richtech Robotics worth $30K as of Q2 2026.
  • Straight Path Wealth Management left its Richtech Robotics share count unchanged in Q2 2026.
  • Richtech Robotics made up 0.01% of Straight Path Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Straight Path Wealth Management first reported a position in Richtech Robotics in Q4 2025 and has held it in 3 quarters since.
  • Straight Path Wealth Management's Richtech Robotics position peaked at $36.2K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Richtech Robotics as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.