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Valeo Financial Advisors’s Richtech Robotics RR Stock Holding History

Valeo Financial Advisors’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 		$44.3K Buy
+21,000
New +$51K ﹤0.01% 812

Other funds holding RR

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Marshall Wace
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Valeo Financial Advisors's RR Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Richtech Robotics (RR) in Q2 2026: 21,000 shares worth $44.3K. The stake represents ﹤0.01% of the portfolio and ranks #812 among its holdings.

182 funds tracked by Wall St. Rank hold RR as of Q2 2026.

  • Valeo Financial Advisors held 21,000 shares of Richtech Robotics worth $44.3K as of Q2 2026.
  • Richtech Robotics was a new Valeo Financial Advisors position in Q2 2026.
  • Richtech Robotics made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #812 holding.
  • 182 funds tracked by Wall St. Rank held Richtech Robotics as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.