EP Wealth Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

EP Wealth Advisors’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	$426K	Sell	4,967 -865	-15%	-$71K	﹤0.01%	1105
2026 Q1	$399K	Sell	5,832 -1,215	-17%	-$89.2K	﹤0.01%	1006
2025 Q4	$488K	Buy	+7,047	New	+$482K	﹤0.01%	891
2025 Q2	$363K	Buy	+6,077	New	+$325K	﹤0.01%	920
2025 Q1	–	Sell	-6,336	Closed	-$356K	–	1360
2024 Q4	$356K	Buy	6,336 +513	+9%	+$29.2K	﹤0.01%	804
2024 Q3	$332K	Hold	5,823	–	–	﹤0.01%	816
2024 Q2	$321K	Sell	5,823 -2,050	-26%	-$114K	﹤0.01%	637
2024 Q1	$462K	Sell	7,873 -47	-0.6%	-$2.66K	0.01%	526
2023 Q4	$454K	Buy	+7,920	New	+$404K	0.01%	510

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

EP Wealth Advisors's ROBO Position: Q2 2026 in Review

EP Wealth Advisors reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 15% in Q2 2026, selling an estimated $71K and leaving 4,967 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

EP Wealth Advisors first reported a position in ROBO in Q4 2023 and has held it in 9 quarters since. The position peaked at $488K in Q4 2025. 320 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

EP Wealth Advisors held 4,967 shares of ROBO Global Robotics & Automation Index ETF worth $426K as of Q2 2026.
EP Wealth Advisors sold 865 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $71K.
ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1105 holding.
EP Wealth Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2023 and has held it in 9 quarters since.
EP Wealth Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $488K in Q4 2025.
320 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.