Envestnet Asset Management
ROBO icon

Envestnet Asset Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Envestnet Asset Management’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 		$2.07M Buy
30,191
+9,371
+45% +$688K ﹤0.01% 2991
2025
Q4 		$1.44M Buy
20,820
+2,716
+15% +$186K ﹤0.01% 3062
2025
Q3 		$1.19M Sell
18,104
-79,354
-81% -$5.02M ﹤0.01% 3232
2025
Q2 		$5.83M Buy
97,458
+6,389
+7% +$342K ﹤0.01% 2090
2025
Q1 		$4.69M Buy
91,069
+1,581
+2% +$90.6K ﹤0.01% 2175
2024
Q4 		$5.03M Buy
89,488
+2,401
+3% +$137K ﹤0.01% 2094
2024
Q3 		$4.97M Sell
87,087
-52,995
-38% -$2.9M ﹤0.01% 2111
2024
Q2 		$7.72M Sell
140,082
-14,577
-9% -$813K ﹤0.01% 1725
2024
Q1 		$9.07M Sell
154,659
-2,922
-2% -$165K ﹤0.01% 1586
2023
Q4 		$9.03M Sell
157,581
-6,058
-4% -$309K ﹤0.01% 1512
2023
Q3 		$8.24M Buy
163,639
+11,959
+8% +$657K ﹤0.01% 1495
2023
Q2 		$8.88M Buy
151,680
+2,729
+2% +$150K ﹤0.01% 1367
2023
Q1 		$8.15M Sell
148,951
-1,966
-1% -$103K ﹤0.01% 1354
2022
Q4 		$6.99M Sell
150,917
-837
-0.6% -$38.2K ﹤0.01% 1406
2022
Q3 		$6.27M Buy
151,754
+1,409
+0.9% +$66.6K ﹤0.01% 1402
2022
Q2 		$6.76M Sell
150,345
-10,371
-6% -$518K ﹤0.01% 1356
2022
Q1 		$9.37M Buy
160,716
+2,260
+1% +$138K ﹤0.01% 1243
2021
Q4 		$11.1M Sell
158,456
-8,105
-5% -$554K 0.01% 1130
2021
Q3 		$10.7M Sell
166,561
-1,080
-0.6% -$71.8K 0.01% 1111
2021
Q2 		$10.9M Buy
167,641
+125,765
+300% +$8.06M 0.01% 1077
2021
Q1 		$2.66M Buy
41,876
+16,894
+68% +$1.11M ﹤0.01% 1773
2020
Q4 		$1.52M Buy
24,982
+5,710
+30% +$309K ﹤0.01% 1938
2020
Q3 		$928K Buy
19,272
+4,408
+30% +$206K ﹤0.01% 2061
2020
Q2 		$646K Buy
14,864
+2,385
+19% +$94.8K ﹤0.01% 2248
2020
Q1 		$419K Buy
12,479
+1,528
+14% +$60.1K ﹤0.01% 2370
2019
Q4 		$460K Buy
10,951
+5,386
+97% +$217K ﹤0.01% 2499
2019
Q3 		$213K Sell
5,565
-7,144
-56% -$270K ﹤0.01% 2843
2019
Q2 		$508K Buy
12,709
+1,518
+14% +$59.6K ﹤0.01% 2399
2019
Q1 		$433K Buy
11,191
+12
+0.1% +$443 ﹤0.01% 2431
2018
Q4 		$364K Buy
+11,179
New +$405K ﹤0.01% 2329
2018
Q3 		– Sell
-4,679
Closed -$187K – 2327
2018
Q2 		$187K Hold
4,679
– – ﹤0.01% 1699
2018
Q1 		$196K Sell
4,679
-344,362
-99% -$14.9M ﹤0.01% 1597
2017
Q4 		$14.4M Sell
349,041
-7,385
-2% -$299K 0.03% 309
2017
Q3 		$13.8M Sell
356,426
-59,975
-14% -$2.18M 0.03% 299
2017
Q2 		$14.3M Buy
+416,401
New +$14.1M 0.04% 287

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $666B 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 $377B 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 $570B AUM 27.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Envestnet Asset Management's ROBO Position: Q1 2026 in Review

Envestnet Asset Management increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 45% in Q1 2026, buying an estimated $688K and bringing the position to 30,191 shares worth $2.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2991.

Envestnet Asset Management first reported a position in ROBO in Q2 2017 and has held it in 35 quarters since. The position peaked at $14.4M in Q4 2017. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • Envestnet Asset Management held 30,191 shares of ROBO Global Robotics & Automation Index ETF worth $2.07M as of Q1 2026.
  • Envestnet Asset Management bought 9,371 ROBO Global Robotics & Automation Index ETF shares in Q1 2026, an estimated $688K.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2991 holding.
  • Envestnet Asset Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2017 and has held it in 35 quarters since.
  • Envestnet Asset Management's ROBO Global Robotics & Automation Index ETF position peaked at $14.4M in Q4 2017.
  • 265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.