Capital Advisors Ltd’s iRobot IRBT Stock Holding History

Capital Advisors Ltd’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 Q2	–	Sell	-221	Closed	-$1K	–	1484
2025 Q1	$1K	Hold	221	–	–	﹤0.01%	1198
2024 Q4	$2K	Hold	221	–	–	﹤0.01%	1083
2024 Q3	$2K	Buy	+221	New	+$1.91K	﹤0.01%	1074

Other funds holding IRBT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Advisors Ltd's IRBT Position: Q2 2025 in Review

Capital Advisors Ltd sold out of iRobot (IRBT) in Q2 2025, closing a stake of 221 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in IRBT in Q3 2024 and held it in 3 quarters. The position peaked at $2K in Q4 2024. 129 funds tracked by Wall St. Rank hold IRBT as of Q2 2025.

Capital Advisors Ltd reported no remaining iRobot position as of Q2 2025 after selling out during the quarter.
Capital Advisors Ltd sold 221 iRobot shares in Q2 2025, an estimated $1K.
Capital Advisors Ltd first reported a position in iRobot in Q3 2024 and held it in 3 quarters.
Capital Advisors Ltd's iRobot position peaked at $2K in Q4 2024.
129 funds tracked by Wall St. Rank held iRobot as of Q2 2025.

Based on Capital Advisors Ltd's 13F filing for Q2 2025, filed 24 Jul 2025.