AAG
ROBO icon

Accordant Advisory Group’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Accordant Advisory Group’s Portfolio ROBO Stock Details ROBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.13K Buy
+75
New +$5.51K ﹤0.01% 186
2024
Q2 		– Sell
-4,676
Closed -$274K – 212
2024
Q1 		$274K Buy
+4,676
New +$264K 0.2% 71

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Accordant Advisory Group's ROBO Position: Q1 2026 in Review

Accordant Advisory Group opened a new position in ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2026: 75 shares worth $5.13K. The stake represents ﹤0.01% of the portfolio and ranks #186 among its holdings. This is a return to the name: Accordant Advisory Group previously reported a position in ROBO as recently as Q1 2024.

Accordant Advisory Group first reported a position in ROBO in Q1 2024 and has held it in 2 quarters since. The position peaked at $274K in Q1 2024. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • Accordant Advisory Group held 75 shares of ROBO Global Robotics & Automation Index ETF worth $5.13K as of Q1 2026.
  • ROBO Global Robotics & Automation Index ETF was a new Accordant Advisory Group position in Q1 2026.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Accordant Advisory Group's portfolio in Q1 2026, its #186 holding.
  • Accordant Advisory Group first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2024 and has held it in 2 quarters since.
  • Accordant Advisory Group's ROBO Global Robotics & Automation Index ETF position peaked at $274K in Q1 2024.
  • 265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.