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Chesapeake Asset Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Chesapeake Asset 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
2025
Q1 		– Sell
-269
Closed -$15.1K – 595
2024
Q4 		$15.1K Hold
269
– – 0.01% 182
2024
Q3 		$15.4K Sell
269
-110
-29% -$6.02K 0.01% 192
2024
Q2 		$20.9K Hold
379
– – 0.02% 166
2024
Q1 		$22.2K Buy
379
+229
+153% +$12.9K 0.02% 154
2023
Q4 		$8.6K Sell
150
-379
-72% -$19.3K 0.01% 254
2023
Q3 		$26.6K Hold
529
– – 0.03% 176
2023
Q2 		$31K Hold
529
– – 0.03% 161
2023
Q1 		$28.9K Buy
+529
New +$27.6K 0.03% 164

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
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Chesapeake Asset Management's ROBO Position: Q1 2025 in Review

Chesapeake Asset Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2025, closing a stake of 269 shares — an estimated $15.1K sold.

Chesapeake Asset Management first reported a position in ROBO in Q1 2023 and held it in 8 quarters. The position peaked at $31K in Q2 2023. 210 funds tracked by Wall St. Rank hold ROBO as of Q1 2025.

  • Chesapeake Asset Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2025 after selling out during the quarter.
  • Chesapeake Asset Management sold 269 ROBO Global Robotics & Automation Index ETF shares in Q1 2025, an estimated $15.1K.
  • Chesapeake Asset Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2023 and held it in 8 quarters.
  • Chesapeake Asset Management's ROBO Global Robotics & Automation Index ETF position peaked at $31K in Q2 2023.
  • 210 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2025.

Based on Chesapeake Asset Management's 13F filing for Q1 2025, filed 5 Jan 2026.