Focus Partners Wealth
IRBT

Focus Partners Wealth’s iRobot IRBT Stock Holding History

Focus Partners Wealth’s Portfolio IRBT Stock Details IRBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-64,527
Closed -$174K – 2096
2025
Q1 		$174K Buy
64,527
+2,456
+4% +$17.7K ﹤0.01% 1769
2024
Q4 		$481K Buy
62,071
+1,771
+3% +$14.2K ﹤0.01% 1351
2024
Q3 		$524K Buy
+60,300
New +$522K ﹤0.01% 1134

Other funds holding IRBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Focus Partners Wealth's IRBT Position: Q2 2025 in Review

Focus Partners Wealth sold out of iRobot (IRBT) in Q2 2025, closing a stake of 64,527 shares — an estimated $174K sold.

Focus Partners Wealth first reported a position in IRBT in Q3 2024 and held it in 3 quarters. The position peaked at $524K in Q3 2024. 129 funds tracked by Wall St. Rank hold IRBT as of Q2 2025.

  • Focus Partners Wealth reported no remaining iRobot position as of Q2 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 64,527 iRobot shares in Q2 2025, an estimated $174K.
  • Focus Partners Wealth first reported a position in iRobot in Q3 2024 and held it in 3 quarters.
  • Focus Partners Wealth's iRobot position peaked at $524K in Q3 2024.
  • 129 funds tracked by Wall St. Rank held iRobot as of Q2 2025.

Based on Focus Partners Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.