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

Bessemer 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 Q2	$1.11M	Hold	12,940	–	–	﹤0.01%	975
2026 Q1	$885K	Hold	12,940	–	–	﹤0.01%	970
2025 Q4	$897K	Hold	12,940	–	–	﹤0.01%	980
2025 Q3	$848K	Hold	12,940	–	–	﹤0.01%	700
2025 Q2	$774K	Hold	12,940	–	–	﹤0.01%	697
2025 Q1	$666K	Hold	12,940	–	–	﹤0.01%	806
2024 Q4	$728K	Hold	12,940	–	–	﹤0.01%	816
2024 Q3	$738K	Hold	12,940	–	–	﹤0.01%	828
2024 Q2	$713K	Hold	12,940	–	–	﹤0.01%	735
2024 Q1	$759K	Hold	12,940	–	–	﹤0.01%	719
2023 Q4	$741K	Hold	12,940	–	–	﹤0.01%	724
2023 Q3	$652K	Hold	12,940	–	–	﹤0.01%	730
2023 Q2	$758K	Hold	12,940	–	–	﹤0.01%	696
2023 Q1	$708K	Hold	12,940	–	–	﹤0.01%	659
2022 Q4	$600K	Sell	12,940 -730	-5%	-$33.3K	﹤0.01%	680
2022 Q3	$565K	Hold	13,670	–	–	﹤0.01%	692
2022 Q2	$615K	Hold	13,670	–	–	﹤0.01%	663
2022 Q1	$797K	Buy	13,670 +730	+6%	+$44.4K	﹤0.01%	523
2021 Q4	$907K	Hold	12,940	–	–	﹤0.01%	481
2021 Q3	$833K	Hold	12,940	–	–	﹤0.01%	453
2021 Q2	$844K	Hold	12,940	–	–	﹤0.01%	447
2021 Q1	$822K	Buy	12,940 +4,920	+61%	+$324K	﹤0.01%	443
2020 Q4	$488K	Hold	8,020	–	–	﹤0.01%	536
2020 Q3	$386K	Hold	8,020	–	–	﹤0.01%	560
2020 Q2	$349K	Hold	8,020	–	–	﹤0.01%	1045
2020 Q1	$269K	Buy	+8,020	New	+$316K	﹤0.01%	919

Other funds holding ROBO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Bessemer Group's ROBO Position: Q2 2026 in Review

Bessemer Group held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2026 at 12,940 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Bessemer Group first reported a position in ROBO in Q1 2020 and has held it in 26 quarters since. 320 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Bessemer Group held 12,940 shares of ROBO Global Robotics & Automation Index ETF worth $1.11M as of Q2 2026.
Bessemer Group left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q2 2026.
ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #975 holding.
Bessemer Group first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2020 and has held it in 26 quarters since.
320 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.