BAM
ROBO icon

Bellevue Asset Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Bellevue Asset 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 		$44.5K Hold
519
– – 0.02% 182
2026
Q1 		$35.5K Buy
519
+2
+0.4% +$147 0.02% 197
2025
Q4 		$35.8K Hold
517
– – 0.01% 190
2025
Q3 		$33.9K Hold
517
– – 0.02% 194
2025
Q2 		$30.9K Hold
517
– – 0.02% 201
2025
Q1 		$26.6K Hold
517
– – 0.01% 205
2024
Q4 		$29.1K Buy
517
+2
+0.4% +$114 0.02% 207
2024
Q3 		$29.4K Hold
515
– – 0.02% 199
2024
Q2 		$28.4K Hold
515
– – 0.02% 194
2024
Q1 		$30.2K Hold
515
– – 0.02% 192
2023
Q4 		$29.5K Hold
515
– – 0.03% 193
2023
Q3 		$25.9K Hold
515
– – 0.02% 197
2023
Q2 		$30.2K Buy
515
+14
+3% +$770 0.02% 194
2023
Q1 		$27.4K Sell
501
-40
-7% -$2.09K 0.02% 200
2022
Q4 		$24.9K Hold
541
– – 0.02% 212
2022
Q3 		$23K Hold
541
– – 0.02% 223
2022
Q2 		$24K Hold
541
– – 0.02% 232
2022
Q1 		$32K Hold
541
– – 0.02% 216
2021
Q4 		$38K Hold
541
– – 0.02% 208
2021
Q3 		$35K Hold
541
– – 0.02% 214
2021
Q2 		$35K Hold
541
– – 0.02% 213
2021
Q1 		$34K Hold
541
– – 0.02% 224
2020
Q4 		$36K Buy
541
+41
+8% +$2.22K 0.02% 211
2020
Q3 		$24K Hold
500
– – 0.02% 243
2020
Q2 		$22K Hold
500
– – 0.02% 258
2020
Q1 		$19K Buy
500
+150
+43% +$5.9K 0.02% 281
2019
Q4 		$15K Buy
+350
New +$14.1K 0.01% 283

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 $1.66B AUM 13.15% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

Bellevue Asset Management's ROBO Position: Q2 2026 in Review

Bellevue Asset Management held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2026 at 519 shares worth $44.5K. The position accounts for 0.02% of the portfolio, ranked #182.

Bellevue Asset Management first reported a position in ROBO in Q4 2019 and has held it in 27 quarters since. 321 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Bellevue Asset Management held 519 shares of ROBO Global Robotics & Automation Index ETF worth $44.5K as of Q2 2026.
  • Bellevue Asset Management left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q2 2026.
  • ROBO Global Robotics & Automation Index ETF made up 0.02% of Bellevue Asset Management's portfolio in Q2 2026, its #182 holding.
  • Bellevue Asset Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2019 and has held it in 27 quarters since.
  • 321 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.