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 Q2	$325K	Sell	3,791 -150	-4%	-$12.3K	0.08%	191
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

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

Burke & Herbert Bank & Trust's ROBO Position: Q2 2026 in Review

Burke & Herbert Bank & Trust reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 3.8% in Q2 2026, selling an estimated $12.3K and leaving 3,791 shares worth $325K. The position accounts for 0.08% of the portfolio, ranked #191.

Burke & Herbert Bank & Trust first reported a position in ROBO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.16M in Q3 2025. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Burke & Herbert Bank & Trust held 3,791 shares of ROBO Global Robotics & Automation Index ETF worth $325K as of Q2 2026.
Burke & Herbert Bank & Trust sold 150 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $12.3K.
ROBO Global Robotics & Automation Index ETF made up 0.08% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #191 holding.
Burke & Herbert Bank & Trust first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2024 and has held it in 9 quarters since.
Burke & Herbert Bank & Trust's ROBO Global Robotics & Automation Index ETF position peaked at $1.16M in Q3 2025.
317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Burke & Herbert Bank & Trust's 13F filing for Q2 2026, filed 7 Aug 2026.