EH
ROBO icon

Equitable Holdings’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Equitable Holdings’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 		$939K Buy
13,542
+364
+3% +$26.7K 0.01% 1002
2025
Q4 		$913K Sell
13,178
-160
-1% -$10.9K 0.01% 895
2025
Q3 		$874K Buy
13,338
+115
+0.9% +$7.27K 0.01% 871
2025
Q2 		$790K Buy
13,223
+572
+5% +$30.6K 0.01% 869
2025
Q1 		$652K Sell
12,651
-690
-5% -$39.5K 0.01% 841
2024
Q4 		$751K Sell
13,341
-1,642
-11% -$93.3K 0.01% 752
2024
Q3 		$855K Sell
14,983
-1,186
-7% -$64.9K 0.01% 722
2024
Q2 		$891K Sell
16,169
-747
-4% -$41.6K 0.01% 677
2024
Q1 		$992K Sell
16,916
-3,999
-19% -$226K 0.01% 623
2023
Q4 		$1.2M Sell
20,915
-3,092
-13% -$158K 0.01% 537
2023
Q3 		$1.21M Sell
24,007
-10,563
-31% -$580K 0.02% 490
2023
Q2 		$2.02M Buy
34,570
+1,167
+3% +$64.1K 0.03% 353
2023
Q1 		$1.83M Buy
33,403
+4,315
+15% +$225K 0.03% 338
2022
Q4 		$1.35M Buy
29,088
+247
+0.9% +$11.3K 0.02% 376
2022
Q3 		$1.19M Buy
28,841
+20
+0.1% +$946 0.02% 367
2022
Q2 		$1.3M Buy
28,821
+22,643
+367% +$1.13M 0.02% 344
2022
Q1 		$360K Buy
+6,178
New +$376K 0.01% 664

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