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Biltmore Family Office’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Biltmore Family Office’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 		$17.3M Sell
202,125
-826
-0.4% -$67.8K 2.28% 5
2026
Q1 		$13.9M Buy
202,951
+1,284
+0.6% +$94.3K 1.94% 6
2025
Q4 		$14M Buy
201,667
+160
+0.1% +$10.9K 1.93% 7
2025
Q3 		$13.2M Buy
201,507
+180
+0.1% +$11.4K 1.88% 8
2025
Q2 		$12M Sell
201,327
-2,182
-1% -$117K 2.03% 7
2025
Q1 		$10.5M Sell
203,509
-2,068
-1% -$119K 1.79% 8
2024
Q4 		$11.6M Sell
205,577
-4,389
-2% -$250K 1.94% 6
2024
Q3 		$12M Buy
209,966
+417
+0.2% +$22.8K 2.05% 6
2024
Q2 		$11.5M Sell
209,549
-1,743
-0.8% -$97.2K 2.13% 6
2024
Q1 		$12.4M Buy
211,292
+15,683
+8% +$887K 2.44% 6
2023
Q4 		$11.2M Sell
195,609
-7,294
-4% -$372K 2.31% 5
2023
Q3 		$10.2M Sell
202,903
-3,010
-1% -$165K 2.32% 4
2023
Q2 		$12.1M Buy
205,913
+1,977
+1% +$109K 2.55% 4
2023
Q1 		$11.2M Sell
203,936
-13,436
-6% -$701K 2.35% 4
2022
Q4 		$10.1M Sell
217,372
-31,902
-13% -$1.46M 2.07% 4
2022
Q3 		$10.3M Sell
249,274
-16,651
-6% -$788K 2.36% 4
2022
Q2 		$12M Buy
265,925
+5,715
+2% +$286K 2.99% 4
2022
Q1 		$15.2M Buy
260,210
+2,764
+1% +$168K 3.25% 4
2021
Q4 		$18.1M Buy
257,446
+6,747
+3% +$461K 3.43% 4
2021
Q3 		$16.1M Buy
250,699
+15,096
+6% +$1M 3.9% 4
2021
Q2 		$15.4M Buy
235,603
+2,365
+1% +$152K 4.36% 3
2021
Q1 		$14.8M Buy
233,238
+16,890
+8% +$1.11M 4.61% 3
2020
Q4 		$13.2M Buy
216,348
+6,045
+3% +$327K 3.96% 3
2020
Q3 		$10.1M Buy
210,303
+23,487
+13% +$1.1M 5.66% 3
2020
Q2 		$8.13M Buy
186,816
+47,959
+35% +$1.91M 4.89% 3
2020
Q1 		$4.66M Buy
138,857
+37,363
+37% +$1.47M 3.07% 5
2019
Q4 		$4.26M Sell
101,494
-1,877
-2% -$75.6K 1.71% 16
2019
Q3 		$3.96M Sell
103,371
-210
-0.2% -$7.93K 1.71% 15
2019
Q2 		$4.14M Buy
103,581
+1,695
+2% +$66.5K 2.24% 11
2019
Q1 		$3.95M Buy
101,886
+2,510
+3% +$92.7K 2% 13
2018
Q4 		$3.23M Sell
99,376
-3,380
-3% -$122K 1.83% 13
2018
Q3 		$4.3M Sell
102,756
-1,135
-1% -$46.7K 2.05% 11
2018
Q2 		$4.16M Buy
103,891
+36,531
+54% +$1.51M 2.07% 13
2018
Q1 		$2.82M Buy
+67,360
New +$2.92M 1.25% 25

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

Biltmore Family Office's ROBO Position: Q2 2026 in Review

Biltmore Family Office reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 0.41% in Q2 2026, selling an estimated $67.8K and leaving 202,125 shares worth $17.3M. The position accounts for 2.28% of the portfolio, ranked #5.

Biltmore Family Office first reported a position in ROBO in Q1 2018 and has held it in 34 quarters since. The position peaked at $18.1M in Q4 2021. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Biltmore Family Office held 202,125 shares of ROBO Global Robotics & Automation Index ETF worth $17.3M as of Q2 2026.
  • Biltmore Family Office sold 826 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $67.8K.
  • ROBO Global Robotics & Automation Index ETF made up 2.28% of Biltmore Family Office's portfolio in Q2 2026, its #5 holding.
  • Biltmore Family Office first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2018 and has held it in 34 quarters since.
  • Biltmore Family Office's ROBO Global Robotics & Automation Index ETF position peaked at $18.1M in Q4 2021.
  • 317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.