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ROBO icon

Crestwood Advisors Group’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Crestwood Advisors Group’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 		$5.47M Buy
79,881
+21,207
+36% +$1.56M 0.09% 136
2025
Q4 		$4.07M Sell
58,674
-268
-0.5% -$18.3K 0.07% 154
2025
Q3 		$3.86M Sell
58,942
-95
-0.2% -$6.01K 0.07% 155
2025
Q2 		$3.53M Sell
59,037
-2,714
-4% -$145K 0.06% 159
2025
Q1 		$3.18M Buy
61,751
+6,144
+11% +$352K 0.06% 167
2024
Q4 		$3.13M Sell
55,607
-380
-0.7% -$21.6K 0.06% 153
2024
Q3 		$3.2M Buy
55,987
+100
+0.2% +$5.47K 0.06% 150
2024
Q2 		$3.08M Buy
55,887
+879
+2% +$49K 0.06% 148
2024
Q1 		$3.23M Buy
55,008
+2,950
+6% +$167K 0.07% 139
2023
Q4 		$2.98M Buy
52,058
+3,195
+7% +$163K 0.07% 145
2023
Q3 		$2.46M Buy
+48,863
New +$2.68M 0.06% 143

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