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Clay Northam Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Clay Northam Wealth 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 		$1.07M Sell
12,483
-800
-6% -$65.7K 0.53% 38
2026
Q1 		$909K Sell
13,283
-125
-0.9% -$9.18K 0.51% 36
2025
Q4 		$929K Sell
13,408
-1,120
-8% -$76.6K 0.52% 33
2025
Q3 		$952K Buy
14,528
+140
+1% +$8.86K 0.54% 29
2025
Q2 		$860K Sell
14,388
-650
-4% -$34.8K 0.55% 30
2025
Q1 		$774K Buy
15,038
+30
+0.2% +$1.72K 0.54% 30
2024
Q4 		$846K Sell
15,008
-875
-6% -$49.7K 0.55% 27
2024
Q3 		$906K Buy
15,883
+150
+1% +$8.21K 0.62% 25
2024
Q2 		$867K Sell
15,733
-400
-2% -$22.3K 0.66% 25
2024
Q1 		$946K Buy
16,133
+175
+1% +$9.9K 0.76% 22
2023
Q4 		$914K Sell
15,958
-35
-0.2% -$1.79K 0.81% 21
2023
Q3 		$805K Hold
15,993
– – 0.8% 22
2023
Q2 		$937K Buy
15,993
+2,358
+17% +$130K 0.89% 20
2023
Q1 		$746K Sell
13,635
-120
-0.9% -$6.26K 0.77% 22
2022
Q4 		$637K Hold
13,755
– – 0.73% 24
2022
Q3 		$568K Hold
13,755
– – 0.71% 28
2022
Q2 		$618K Sell
13,755
-2,985
-18% -$149K 0.77% 26
2022
Q1 		$976K Buy
16,740
+5,840
+54% +$355K 0.99% 22
2021
Q4 		$764K Buy
+10,900
New +$745K 0.72% 30

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

Clay Northam Wealth Management's ROBO Position: Q2 2026 in Review

Clay Northam Wealth Management reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 6% in Q2 2026, selling an estimated $65.7K and leaving 12,483 shares worth $1.07M. The position accounts for 0.53% of the portfolio, ranked #38.

Clay Northam Wealth 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.

  • Clay Northam Wealth Management held 12,483 shares of ROBO Global Robotics & Automation Index ETF worth $1.07M as of Q2 2026.
  • Clay Northam Wealth Management sold 800 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $65.7K.
  • ROBO Global Robotics & Automation Index ETF made up 0.53% of Clay Northam Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Clay Northam Wealth 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 Clay Northam Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.