Creekside Partners’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Creekside Partners’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	$609K	Hold	7,114	–	–	0.22%	95
2026 Q1	$487K	Hold	7,114	–	–	0.2%	105
2025 Q4	$493K	Buy	7,114 +4	+0.1%	+$274	0.21%	101
2025 Q3	$466K	Hold	7,110	–	–	0.21%	104
2025 Q2	$425K	Hold	7,110	–	–	0.2%	107
2025 Q1	$366K	Hold	7,110	–	–	0.19%	118
2024 Q4	$400K	Sell	7,110 -103	-1%	-$5.86K	0.21%	108
2024 Q3	$412K	Sell	7,213 -225	-3%	-$12.3K	0.21%	110
2024 Q2	$410K	Buy	+7,438	New	+$415K	0.23%	104

Other funds holding ROBO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

Creekside Partners's ROBO Position: Q2 2026 in Review

Creekside Partners held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2026 at 7,114 shares worth $609K. The position accounts for 0.22% of the portfolio, ranked #95.

Creekside Partners first reported a position in ROBO in Q2 2024 and has held it in 9 quarters since. 320 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Creekside Partners held 7,114 shares of ROBO Global Robotics & Automation Index ETF worth $609K as of Q2 2026.
Creekside Partners left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q2 2026.
ROBO Global Robotics & Automation Index ETF made up 0.22% of Creekside Partners's portfolio in Q2 2026, its #95 holding.
Creekside Partners first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2024 and has held it in 9 quarters since.
320 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Creekside Partners's 13F filing for Q2 2026, filed 31 Jul 2026.