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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
Q2 		$6.83M Sell
79,742
-139
-0.2% -$11.4K 0.1% 132
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

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

Crestwood Advisors Group's ROBO Position: Q2 2026 in Review

Crestwood Advisors Group reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 0.17% in Q2 2026, selling an estimated $11.4K and leaving 79,742 shares worth $6.83M. The position accounts for 0.1% of the portfolio, ranked #132.

Crestwood Advisors Group first reported a position in ROBO in Q3 2023 and has held it in 12 quarters since. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Crestwood Advisors Group held 79,742 shares of ROBO Global Robotics & Automation Index ETF worth $6.83M as of Q2 2026.
  • Crestwood Advisors Group sold 139 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $11.4K.
  • ROBO Global Robotics & Automation Index ETF made up 0.1% of Crestwood Advisors Group's portfolio in Q2 2026, its #132 holding.
  • Crestwood Advisors Group first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2023 and has held it in 12 quarters since.
  • 317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.