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Evermay Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Evermay Wealth 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
Q2 		$118K Buy
1,380
+570
+70% +$46.8K 0.01% 249
2026
Q1 		$55.4K Sell
810
-200
-20% -$14.7K 0.01% 315
2025
Q4 		$70K Hold
1,010
– – 0.01% 293
2025
Q3 		$66.2K Hold
1,010
– – 0.01% 306
2025
Q2 		$60.4K Hold
1,010
– – 0.01% 306
2025
Q1 		$52K Hold
1,010
– – 0.01% 319
2024
Q4 		$56.8K Sell
1,010
-150
-13% -$8.53K 0.01% 311
2024
Q3 		$66.2K Hold
1,160
– – 0.01% 310
2024
Q2 		$63.9K Hold
1,160
– – 0.01% 324
2024
Q1 		$68K Hold
1,160
– – 0.01% 321
2023
Q4 		$66.5K Hold
1,160
– – 0.01% 300
2023
Q3 		$58.4K Hold
1,160
– – 0.01% 289
2023
Q2 		$67.9K Hold
1,160
– – 0.01% 283
2023
Q1 		$63.5K Hold
1,160
– – 0.01% 281
2022
Q4 		$53.7K Hold
1,160
– – 0.01% 291
2022
Q3 		$48K Hold
1,160
– – 0.01% 282
2022
Q2 		$52K Hold
1,160
– – 0.01% 276
2022
Q1 		$68K Hold
1,160
– – 0.01% 274
2021
Q4 		$81K Hold
1,160
– – 0.01% 238
2021
Q3 		$75K Hold
1,160
– – 0.01% 234
2021
Q2 		$76K Buy
+1,160
New +$74.3K 0.01% 242

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

Evermay Wealth Management's ROBO Position: Q2 2026 in Review

Evermay Wealth Management increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 70% in Q2 2026, buying an estimated $46.8K and bringing the position to 1,380 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #249.

Evermay Wealth Management first reported a position in ROBO in Q2 2021 and has held it in 21 quarters since. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Evermay Wealth Management held 1,380 shares of ROBO Global Robotics & Automation Index ETF worth $118K as of Q2 2026.
  • Evermay Wealth Management bought 570 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $46.8K.
  • ROBO Global Robotics & Automation Index ETF made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #249 holding.
  • Evermay Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2021 and has held it in 21 quarters since.
  • 317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.