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Barometer Capital Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Barometer Capital Management’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
Q2 		$291K Buy
+3,400
New +$279K 0.08% 126
2023
Q3 		– Sell
-4,200
Closed -$246K – 143
2023
Q2 		$246K Buy
+4,200
New +$231K 0.07% 112
2022
Q1 		– Sell
-19,500
Closed -$1.37M – 150
2021
Q4 		$1.37M Buy
19,500
+3,600
+23% +$246K 0.23% 63
2021
Q3 		$1.02M Buy
+15,900
New +$1.06M 0.2% 86
2021
Q1 		– Sell
-13,500
Closed -$822K – 196
2020
Q4 		$822K Sell
13,500
-4,600
-25% -$249K 0.15% 107
2020
Q3 		$872K Sell
18,100
-14,000
-44% -$655K 0.18% 86
2020
Q2 		$1.4M Buy
+32,100
New +$1.28M 0.26% 86
2020
Q1 		– Sell
-58,000
Closed -$2.44M – 143
2019
Q4 		$2.44M Buy
+58,000
New +$2.34M 0.39% 60
2019
Q3 		– Sell
-90,800
Closed -$3.63M – 171
2019
Q2 		$3.63M Buy
90,800
+48,200
+113% +$1.89M 0.47% 73
2019
Q1 		$1.65M Buy
+42,600
New +$1.57M 0.19% 111
2018
Q4 		– Sell
-156,200
Closed -$6.54M – 164
2018
Q3 		$6.54M Buy
+156,200
New +$6.43M 0.51% 78
2018
Q2 		– Sell
-172,100
Closed -$7.2M – 169
2018
Q1 		$7.2M Buy
172,100
+42,900
+33% +$1.86M 0.61% 44
2017
Q4 		$5.34M Sell
129,200
-11,400
-8% -$462K 0.48% 75
2017
Q3 		$5.44M Buy
140,600
+17,200
+14% +$626K 0.53% 57
2017
Q2 		$4.23M Buy
123,400
+26,800
+28% +$905K 0.43% 70
2017
Q1 		$3.11M Buy
+96,600
New +$3M 0.27% 68

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

Barometer Capital Management's ROBO Position: Q2 2026 in Review

Barometer Capital Management opened a new position in ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2026: 3,400 shares worth $291K. The stake represents 0.08% of the portfolio and ranks #126 among its holdings. This is a return to the name: Barometer Capital Management previously reported a position in ROBO as recently as Q2 2023.

Barometer Capital Management first reported a position in ROBO in Q1 2017 and has held it in 16 quarters since. The position peaked at $7.2M in Q1 2018. 319 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Barometer Capital Management held 3,400 shares of ROBO Global Robotics & Automation Index ETF worth $291K as of Q2 2026.
  • ROBO Global Robotics & Automation Index ETF was a new Barometer Capital Management position in Q2 2026.
  • ROBO Global Robotics & Automation Index ETF made up 0.08% of Barometer Capital Management's portfolio in Q2 2026, its #126 holding.
  • Barometer Capital Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2017 and has held it in 16 quarters since.
  • Barometer Capital Management's ROBO Global Robotics & Automation Index ETF position peaked at $7.2M in Q1 2018.
  • 319 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Barometer Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.