WP
RMT

WealthShield Partners’s Royce Micro-Cap Trust RMT Stock Holding History

WealthShield Partners’s Portfolio RMT Stock Details RMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-34,455
Closed -$390K – 561
2026
Q1 		$390K Sell
34,455
-364
-1% -$4.23K 0.04% 264
2025
Q4 		$363K Sell
34,819
-1,801
-5% -$18.7K 0.04% 269
2025
Q3 		$380K Buy
36,620
+567
+2% +$5.6K 0.04% 257
2025
Q2 		$333K Sell
36,053
-1,390
-4% -$11.8K 0.04% 267
2025
Q1 		$316K Buy
37,443
+1,142
+3% +$10.8K 0.04% 267
2024
Q4 		$354K Sell
36,301
-4,489
-11% -$44.1K 0.05% 231
2024
Q3 		$392K Buy
40,790
+544
+1% +$5.18K 0.05% 225
2024
Q2 		$370K Sell
40,246
-875
-2% -$8.1K 0.06% 225
2024
Q1 		$389K Sell
41,121
-3,107
-7% -$28.4K 0.06% 213
2023
Q4 		$409K Buy
44,228
+1,307
+3% +$10.9K 0.07% 216
2023
Q3 		$355K Sell
42,921
-7,983
-16% -$70.4K 0.05% 233
2023
Q2 		$445K Buy
50,904
+7,378
+17% +$62.1K 0.07% 213
2023
Q1 		$382K Sell
43,526
-11,943
-22% -$109K 0.06% 227
2022
Q4 		$481K Buy
55,469
+114
+0.2% +$1K 0.09% 201
2022
Q3 		$439K Buy
55,355
+5,960
+12% +$53K 0.09% 208
2022
Q2 		$413K Buy
49,395
+10,027
+25% +$93.7K 0.08% 219
2022
Q1 		$414K Buy
+39,368
New +$413K 0.07% 255
2021
Q3 		– Sell
-1,206
Closed -$15K – 620
2021
Q2 		$15K Buy
1,206
+18
+2% +$215 ﹤0.01% 696
2021
Q1 		$13K Buy
+1,188
New +$13.6K ﹤0.01% 761

Other funds holding RMT

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ARA
Alexander Randolph Advisory Mclean, Virginia $121M AUM 27.14% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthShield Partners's RMT Position: Q2 2026 in Review

WealthShield Partners sold out of Royce Micro-Cap Trust (RMT) in Q2 2026, closing a stake of 34,455 shares — an estimated $390K sold.

WealthShield Partners first reported a position in RMT in Q1 2021 and held it in 19 quarters. The position peaked at $481K in Q4 2022. 108 funds tracked by Wall St. Rank hold RMT as of Q2 2026.

  • WealthShield Partners reported no remaining Royce Micro-Cap Trust position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 34,455 Royce Micro-Cap Trust shares in Q2 2026, an estimated $390K.
  • WealthShield Partners first reported a position in Royce Micro-Cap Trust in Q1 2021 and held it in 19 quarters.
  • WealthShield Partners's Royce Micro-Cap Trust position peaked at $481K in Q4 2022.
  • 108 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.