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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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. 182 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.
  • 182 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.