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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
Q2 		$43.9K Hold
20,828
– – ﹤0.01% 475
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 $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 $3.37T 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

WealthPlan Investment Management's RR Position: Q2 2026 in Review

WealthPlan Investment Management held its Richtech Robotics (RR) position steady in Q2 2026 at 20,828 shares worth $43.9K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

WealthPlan Investment Management first reported a position in RR in Q1 2025 and has held it in 6 quarters since. The position peaked at $550K in Q3 2025. 182 funds tracked by Wall St. Rank hold RR as of Q2 2026.

  • WealthPlan Investment Management held 20,828 shares of Richtech Robotics worth $43.9K as of Q2 2026.
  • WealthPlan Investment Management left its Richtech Robotics share count unchanged in Q2 2026.
  • Richtech Robotics made up ﹤0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #475 holding.
  • WealthPlan Investment Management first reported a position in Richtech Robotics in Q1 2025 and has held it in 6 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 Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.