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Cahill Financial Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Cahill Financial Advisors’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 		$319K Sell
4,658
-34
-0.7% -$2.5K 0.03% 236
2025
Q4 		$325K Buy
4,692
+2
+0% +$137 0.04% 229
2025
Q3 		$308K Sell
4,690
-388
-8% -$24.5K 0.04% 237
2025
Q2 		$304K Hold
5,078
– – 0.04% 228
2025
Q1 		$262K Hold
5,078
– – 0.04% 232
2024
Q4 		$286K Buy
5,078
+1
+0% +$57 0.04% 226
2024
Q3 		$290K Sell
5,077
-1,135
-18% -$62.1K 0.04% 216
2024
Q2 		$342K Sell
6,212
-1,320
-18% -$73.6K 0.05% 199
2024
Q1 		$442K Sell
7,532
-568
-7% -$32.1K 0.06% 183
2023
Q4 		$464K Sell
8,100
-614
-7% -$31.3K 0.07% 166
2023
Q3 		$439K Hold
8,714
– – 0.07% 165
2023
Q2 		$510K Sell
8,714
-1,807
-17% -$99.3K 0.08% 159
2023
Q1 		$576K Sell
10,521
-1,163
-10% -$60.7K 0.1% 144
2022
Q4 		$541K Sell
11,684
-2,891
-20% -$132K 0.1% 145
2022
Q3 		$602K Buy
14,575
+319
+2% +$15.1K 0.13% 143
2022
Q2 		$641K Sell
14,256
-1,069
-7% -$53.4K 0.14% 134
2022
Q1 		$893K Buy
15,325
+976
+7% +$59.4K 0.17% 121
2021
Q4 		$1.01M Sell
14,349
-480
-3% -$32.8K 0.19% 109
2021
Q3 		$955K Buy
14,829
+375
+3% +$24.9K 0.2% 109
2021
Q2 		$943K Buy
14,454
+974
+7% +$62.4K 0.21% 100
2021
Q1 		$856K Buy
13,480
+1,182
+10% +$77.8K 0.21% 98
2020
Q4 		$749K Buy
12,298
+906
+8% +$49K 0.19% 102
2020
Q3 		$549K Buy
11,392
+2,000
+21% +$93.6K 0.2% 100
2020
Q2 		$409K Buy
9,392
+290
+3% +$11.5K 0.16% 116
2020
Q1 		$306K Buy
9,102
+9
+0.1% +$354 0.14% 119
2019
Q4 		$382K Hold
9,093
– – 0.14% 123
2019
Q3 		$349K Sell
9,093
-200
-2% -$7.55K 0.14% 122
2019
Q2 		$372K Buy
9,293
+1,020
+12% +$40K 0.15% 116
2019
Q1 		$321K Sell
8,273
-818
-9% -$30.2K 0.13% 120
2018
Q4 		$296K Sell
9,091
-1,625
-15% -$58.9K 0.15% 118
2018
Q3 		$449K Hold
10,716
– – 0.2% 103
2018
Q2 		$429K Sell
10,716
-563
-5% -$23.3K 0.2% 106
2018
Q1 		$472K Sell
11,279
-3,203
-22% -$139K 0.23% 103
2017
Q4 		$599K Buy
14,482
+124
+0.9% +$5.03K 0.3% 83
2017
Q3 		$556K Buy
14,358
+1,000
+7% +$36.4K 0.29% 80
2017
Q2 		$458K Buy
13,358
+3,519
+36% +$119K 0.25% 93
2017
Q1 		$317K Buy
9,839
+2,614
+36% +$81K 0.18% 102
2016
Q4 		$208K Buy
+7,225
New +$203K 0.13% 123

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $666B 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 $377B 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 $570B AUM 27.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Cahill Financial Advisors's ROBO Position: Q1 2026 in Review

Cahill Financial Advisors reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 0.72% in Q1 2026, selling an estimated $2.5K and leaving 4,658 shares worth $319K. The position accounts for 0.03% of the portfolio, ranked #236.

Cahill Financial Advisors first reported a position in ROBO in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.01M in Q4 2021. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • Cahill Financial Advisors held 4,658 shares of ROBO Global Robotics & Automation Index ETF worth $319K as of Q1 2026.
  • Cahill Financial Advisors sold 34 ROBO Global Robotics & Automation Index ETF shares in Q1 2026, an estimated $2.5K.
  • ROBO Global Robotics & Automation Index ETF made up 0.03% of Cahill Financial Advisors's portfolio in Q1 2026, its #236 holding.
  • Cahill Financial Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2016 and has held it in 38 quarters since.
  • Cahill Financial Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $1.01M in Q4 2021.
  • 265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.