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Burke & Herbert Bank & Trust’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Burke & Herbert Bank & Trust’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 		$270K Buy
3,941
+70
+2% +$5.14K 0.07% 197
2025
Q4 		$268K Sell
3,871
-13,885
-78% -$949K 0.07% 196
2025
Q3 		$1.16M Sell
17,756
-75
-0.4% -$4.74K 0.25% 106
2025
Q2 		$1.07M Sell
17,831
-245
-1% -$13.1K 0.24% 110
2025
Q1 		$931K Sell
18,076
-225
-1% -$12.9K 0.22% 115
2024
Q4 		$1.01M Hold
18,301
– – 0.24% 113
2024
Q3 		$1.04M Sell
18,301
-1,865
-9% -$102K 0.24% 110
2024
Q2 		$1.11M Buy
+20,166
New +$1.12M 0.27% 103

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $567M AUM 32.88% 1-Year Est. Return