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
Q2 		$14.8M Sell
173,193
-7,491
-4% -$615K 0.02% 517
2026
Q1 		$12.4M Sell
180,684
-3,411
-2% -$251K 0.02% 542
2025
Q4 		$12.8M Sell
184,095
-1,290
-0.7% -$88.2K 0.02% 502
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

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

Corient Private Wealth's ROBO Position: Q2 2026 in Review

Corient Private Wealth reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 4.1% in Q2 2026, selling an estimated $615K and leaving 173,193 shares worth $14.8M. The position accounts for 0.02% of the portfolio, ranked #517.

Corient Private Wealth first reported a position in ROBO in Q4 2022 and has held it in 15 quarters since. 319 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Corient Private Wealth held 173,193 shares of ROBO Global Robotics & Automation Index ETF worth $14.8M as of Q2 2026.
  • Corient Private Wealth sold 7,491 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $615K.
  • ROBO Global Robotics & Automation Index ETF made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #517 holding.
  • Corient Private Wealth first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2022 and has held it in 15 quarters since.
  • 319 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.