Corient Private Wealth
ROBO icon

Corient Private Wealth’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Corient Private Wealth’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 		$12.4M Sell
180,684
-248,231
-58% -$18.2M 0.02% 542
2025
Q4 		$25.5M Buy
428,915
+243,530
+131% +$16.7M 0.02% 507
2025
Q3 		$12.2M Sell
185,385
-4,530
-2% -$287K 0.02% 488
2025
Q2 		$11.4M Sell
189,915
-3,770
-2% -$202K 0.02% 498
2025
Q1 		$9.97M Sell
193,685
-3,852
-2% -$221K 0.02% 518
2024
Q4 		$11.1M Buy
197,537
+5,517
+3% +$314K 0.02% 488
2024
Q3 		$11M Sell
192,020
-9,304
-5% -$509K 0.02% 534
2024
Q2 		$11.1M Sell
201,324
-1,952
-1% -$109K 0.02% 505
2024
Q1 		$11.9M Sell
203,276
-3,894
-2% -$220K 0.02% 487
2023
Q4 		$11.9M Buy
207,170
+734
+0.4% +$37.5K 0.02% 480
2023
Q3 		$10.4M Sell
206,436
-1,690
-0.8% -$92.8K 0.02% 468
2023
Q2 		$12.2M Sell
208,126
-3,688
-2% -$203K 0.03% 441
2023
Q1 		$11.6M Buy
211,814
+14,534
+7% +$758K 0.03% 414
2022
Q4 		$9.14M Buy
+197,280
New +$9M 0.03% 385

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $564B 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 $376B 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 $528B AUM 27.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $567M AUM 32.88% 1-Year Est. Return