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Carmel Capital Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Carmel Capital Management’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 		$8.61M Buy
100,490
+1,550
+2% +$127K 1.89% 19
2026
Q1 		$6.77M Hold
98,940
– – 1.94% 19
2025
Q4 		$6.86M Buy
98,940
+800
+0.8% +$54.7K 2.08% 19
2025
Q3 		$6.43M Buy
98,140
+250
+0.3% +$15.8K 1.96% 19
2025
Q2 		$5.85M Sell
97,890
-75
-0.1% -$4.01K 1.97% 20
2025
Q1 		$5.05M Buy
97,965
+250
+0.3% +$14.3K 2.05% 21
2024
Q4 		$5.5M Sell
97,715
-250
-0.3% -$14.2K 2.08% 21
2024
Q3 		$5.59M Sell
97,965
-1,075
-1% -$58.8K 2.1% 21
2024
Q2 		$5.46M Buy
99,040
+180
+0.2% +$10K 2.13% 20
2024
Q1 		$5.8M Buy
98,860
+650
+0.7% +$36.8K 2.38% 19
2023
Q4 		$5.63M Buy
98,210
+2,200
+2% +$112K 2.7% 19
2023
Q3 		$4.84M Sell
96,010
-150
-0.2% -$8.23K 2.74% 17
2023
Q2 		$5.63M Buy
96,160
+11,675
+14% +$642K 2.93% 16
2023
Q1 		$4.62M Buy
84,485
+950
+1% +$49.6K 2.64% 18
2022
Q4 		$3.87M Buy
83,535
+800
+1% +$36.5K 2.39% 22
2022
Q3 		$3.42M Buy
82,735
+975
+1% +$46.1K 2.23% 21
2022
Q2 		$3.67M Buy
81,760
+4,375
+6% +$219K 2.28% 21
2022
Q1 		$4.51M Buy
77,385
+2,950
+4% +$180K 2.35% 20
2021
Q4 		$5.22M Buy
+74,435
New +$5.09M 2.56% 17

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
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
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

Carmel Capital Management's ROBO Position: Q2 2026 in Review

Carmel Capital Management increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 1.6% in Q2 2026, buying an estimated $127K and bringing the position to 100,490 shares worth $8.61M. The position accounts for 1.89% of the portfolio, ranked #19.

Carmel Capital Management first reported a position in ROBO in Q4 2021 and has held it in 19 quarters since. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Carmel Capital Management held 100,490 shares of ROBO Global Robotics & Automation Index ETF worth $8.61M as of Q2 2026.
  • Carmel Capital Management bought 1,550 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $127K.
  • ROBO Global Robotics & Automation Index ETF made up 1.89% of Carmel Capital Management's portfolio in Q2 2026, its #19 holding.
  • Carmel Capital Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2021 and has held it in 19 quarters since.
  • 317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Carmel Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.