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Financial Management Inc’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Financial Management Inc’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 		$565K Hold
6,595
– – 0.46% 27
2026
Q1 		$451K Hold
6,595
– – 0.42% 29
2025
Q4 		$457K Buy
+6,595
New +$451K 0.43% 30

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

Financial Management Inc's ROBO Position: Q2 2026 in Review

Financial Management Inc held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2026 at 6,595 shares worth $565K. The position accounts for 0.46% of the portfolio, ranked #27.

Financial Management Inc first reported a position in ROBO in Q4 2025 and has held it in 3 quarters since. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Financial Management Inc held 6,595 shares of ROBO Global Robotics & Automation Index ETF worth $565K as of Q2 2026.
  • Financial Management Inc left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q2 2026.
  • ROBO Global Robotics & Automation Index ETF made up 0.46% of Financial Management Inc's portfolio in Q2 2026, its #27 holding.
  • Financial Management Inc first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Financial Management Inc's 13F filing for Q2 2026, filed 12 Aug 2026.