D.E. Shaw & Co
ROBO icon

D.E. Shaw & Co’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

D.E. Shaw & Co’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 		$435K Sell
6,358
-400
-6% -$29.4K ﹤0.01% 3922
2025
Q4 		$468K Sell
6,758
-500
-7% -$34.2K ﹤0.01% 3958
2025
Q3 		$476K Sell
7,258
-100
-1% -$6.33K ﹤0.01% 3886
2025
Q2 		$440K Hold
7,358
– – ﹤0.01% 3699
2025
Q1 		$379K Sell
7,358
-300
-4% -$17.2K ﹤0.01% 3646
2024
Q4 		$431K Sell
7,658
-701
-8% -$39.9K ﹤0.01% 3709
2024
Q3 		$477K Sell
8,359
-11,262
-57% -$616K ﹤0.01% 3728
2024
Q2 		$1.08M Buy
+19,621
New +$1.09M ﹤0.01% 3151

Other funds holding ROBO

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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