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Caprock Group’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Caprock Group’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 		$541K Hold
7,908
– – 0.01% 726
2025
Q4 		$548K Sell
7,908
-485
-6% -$33.2K 0.01% 785
2025
Q3 		$535K Buy
+8,393
New +$531K 0.01% 784
2025
Q1 		$597K Sell
11,586
-213
-2% -$12.2K 0.02% 647
2024
Q4 		$664K Sell
11,799
-1,909
-14% -$109K 0.02% 533
2024
Q3 		$782K Sell
13,708
-523
-4% -$28.6K 0.03% 456
2024
Q2 		$784K Buy
14,231
+72
+0.5% +$4.01K 0.03% 425
2024
Q1 		$830K Hold
14,159
– – 0.05% 287
2023
Q4 		$811K Hold
14,159
– – 0.05% 276
2023
Q3 		$713K Buy
14,159
+2
+0% +$110 0.05% 278
2023
Q2 		$829K Sell
14,157
-3,709
-21% -$204K 0.06% 249
2023
Q1 		$978K Sell
17,866
-152
-0.8% -$7.93K 0.08% 205
2022
Q4 		$835K Buy
18,018
+2,088
+13% +$95.3K 0.08% 199
2022
Q3 		$658K Sell
15,930
-808
-5% -$38.2K 0.06% 225
2022
Q2 		$752K Buy
16,738
+129
+0.8% +$6.45K 0.07% 195
2022
Q1 		$968K Buy
+16,609
New +$1.01M 0.09% 178
2021
Q4 		– Sell
-16,314
Closed -$1.05M – 615
2021
Q3 		$1.05M Hold
16,314
– – 0.09% 148
2021
Q2 		$1.06M Hold
16,314
– – 0.1% 153
2021
Q1 		$1.04M Sell
16,314
-3,133
-16% -$206K 0.11% 141
2020
Q4 		$1.18M Buy
19,447
+188
+1% +$10.2K 0.14% 126
2020
Q3 		$927K Hold
19,259
– – 0.13% 127
2020
Q2 		$838K Buy
19,259
+5,639
+41% +$224K 0.13% 131
2020
Q1 		$457K Buy
+13,620
New +$536K 0.09% 166

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

Caprock Group's ROBO Position: Q1 2026 in Review

Caprock Group held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q1 2026 at 7,908 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #726.

Caprock Group first reported a position in ROBO in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.18M in Q4 2020. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • Caprock Group held 7,908 shares of ROBO Global Robotics & Automation Index ETF worth $541K as of Q1 2026.
  • Caprock Group left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q1 2026.
  • ROBO Global Robotics & Automation Index ETF made up 0.01% of Caprock Group's portfolio in Q1 2026, its #726 holding.
  • Caprock Group first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2020 and has held it in 23 quarters since.
  • Caprock Group's ROBO Global Robotics & Automation Index ETF position peaked at $1.18M in Q4 2020.
  • 265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.