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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
Q2 		$1.63M Buy
19,038
+5,496
+41% +$451K 0.01% 808
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

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

Equitable Holdings's ROBO Position: Q2 2026 in Review

Equitable Holdings increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 41% in Q2 2026, buying an estimated $451K and bringing the position to 19,038 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #808.

Equitable Holdings first reported a position in ROBO in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.02M in Q2 2023. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Equitable Holdings held 19,038 shares of ROBO Global Robotics & Automation Index ETF worth $1.63M as of Q2 2026.
  • Equitable Holdings bought 5,496 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $451K.
  • ROBO Global Robotics & Automation Index ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #808 holding.
  • Equitable Holdings first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2022 and has held it in 18 quarters since.
  • Equitable Holdings's ROBO Global Robotics & Automation Index ETF position peaked at $2.02M in Q2 2023.
  • 317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.