Brown, Lisle/Cummings’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Brown, Lisle/Cummings’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	$8.01K	Hold	117	–	–	﹤0.01%	608
2025 Q4	$8.11K	Hold	117	–	–	﹤0.01%	518
2025 Q3	$7.67K	Hold	117	–	–	﹤0.01%	531
2025 Q2	$6.99K	Hold	117	–	–	﹤0.01%	538
2025 Q1	$6.03K	Hold	117	–	–	﹤0.01%	539
2024 Q4	$6.58K	Hold	117	–	–	﹤0.01%	522
2024 Q3	$6.68K	Hold	117	–	–	﹤0.01%	495
2024 Q2	$6.45K	Hold	117	–	–	﹤0.01%	490
2024 Q1	$6.86K	Hold	117	–	–	﹤0.01%	467
2023 Q4	$6.7K	Buy	+117	New	+$5.97K	﹤0.01%	472

Other funds holding ROBO

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

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

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

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Brown, Lisle/Cummings's ROBO Position: Q1 2026 in Review

Brown, Lisle/Cummings held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q1 2026 at 117 shares worth $8.01K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Brown, Lisle/Cummings first reported a position in ROBO in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.11K in Q4 2025. 267 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

Brown, Lisle/Cummings held 117 shares of ROBO Global Robotics & Automation Index ETF worth $8.01K as of Q1 2026.
Brown, Lisle/Cummings left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q1 2026.
ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #608 holding.
Brown, Lisle/Cummings first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2023 and has held it in 10 quarters since.
Brown, Lisle/Cummings's ROBO Global Robotics & Automation Index ETF position peaked at $8.11K in Q4 2025.
267 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.