CT
IRBT

Caldwell Trust’s iRobot IRBT Stock Holding History

Caldwell Trust’s Portfolio IRBT Stock Details IRBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-100
Closed -$359 – 770
2025
Q3 		$359 Hold
100
– – ﹤0.01% 746
2025
Q2 		$313 Hold
100
– – ﹤0.01% 742
2025
Q1 		$270 Hold
100
– – ﹤0.01% 750
2024
Q4 		$775 Hold
100
– – ﹤0.01% 702
2024
Q3 		$869 Hold
100
– – ﹤0.01% 690
2024
Q2 		$911 Hold
100
– – ﹤0.01% 683
2024
Q1 		$876 Hold
100
– – ﹤0.01% 695
2023
Q4 		$3.87K Hold
100
– – ﹤0.01% 663
2023
Q3 		$3.79K Hold
100
– – ﹤0.01% 664
2023
Q2 		$4.53K Buy
+100
New +$3.99K ﹤0.01% 678

Other funds holding IRBT

XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
MTIM
Marathon Trading Investment Management Radnor, Pennsylvania $337M AUM 21.97% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $2.66B AUM 26.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
TC
T3 Companies New York $73.3M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
XSC
X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return
DE
DV Equities Chicago, Illinois $553M AUM
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return