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WealthPlan Investment Management’s Richtech Robotics RR Stock Holding History

WealthPlan Investment 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
Q1 		$43.5K Sell
20,828
-112,334
-84% -$345K ﹤0.01% 457
2025
Q4 		$430K Buy
133,162
+5,060
+4% +$22.4K 0.03% 275
2025
Q3 		$550K Sell
128,102
-16,211
-11% -$42.6K 0.04% 219
2025
Q2 		$281K Buy
144,313
+14,450
+11% +$30.4K 0.02% 296
2025
Q1 		$257K Buy
+129,863
New +$320K 0.03% 236

Other funds holding RR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthPlan Investment Management's RR Position: Q1 2026 in Review

WealthPlan Investment Management reduced its Richtech Robotics (RR) stake by 84% in Q1 2026, selling an estimated $345K and leaving 20,828 shares worth $43.5K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

WealthPlan Investment Management first reported a position in RR in Q1 2025 and has held it in 5 quarters since. The position peaked at $550K in Q3 2025. 182 funds tracked by Wall St. Rank hold RR as of Q1 2026.

  • WealthPlan Investment Management held 20,828 shares of Richtech Robotics worth $43.5K as of Q1 2026.
  • WealthPlan Investment Management sold 112,334 Richtech Robotics shares in Q1 2026, an estimated $345K.
  • Richtech Robotics made up ﹤0.01% of WealthPlan Investment Management's portfolio in Q1 2026, its #457 holding.
  • WealthPlan Investment Management first reported a position in Richtech Robotics in Q1 2025 and has held it in 5 quarters since.
  • WealthPlan Investment Management's Richtech Robotics position peaked at $550K in Q3 2025.
  • 182 funds tracked by Wall St. Rank held Richtech Robotics as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.