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Fountainhead AM’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Fountainhead AM’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 		– Sell
-5,083
Closed -$352K – 222
2025
Q4 		$352K Sell
5,083
-25,533
-83% -$1.75M 0.52% 40
2025
Q3 		$2.01M Sell
30,616
-231,962
-88% -$14.7M 0.26% 50
2025
Q2 		$15.7M Sell
262,578
-62,561
-19% -$3.35M 2.28% 14
2025
Q1 		$16.7M Buy
325,139
+13,769
+4% +$789K 2.72% 13
2024
Q4 		$17.5M Buy
311,370
+24,285
+8% +$1.38M 3.2% 10
2024
Q3 		$16.4M Buy
287,085
+20,996
+8% +$1.15M 3.44% 11
2024
Q2 		$14.7M Buy
266,089
+8,074
+3% +$450K 3.48% 11
2024
Q1 		$15.1M Buy
258,015
+12,574
+5% +$711K 3.72% 9
2023
Q4 		$14.1M Buy
245,441
+16,763
+7% +$856K 3.86% 8
2023
Q3 		$11.5M Buy
228,678
+6,694
+3% +$367K 4.01% 9
2023
Q2 		$13M Buy
221,984
+5,026
+2% +$276K 4.62% 7
2023
Q1 		$11.9M Buy
216,958
+5,279
+2% +$275K 4.64% 7
2022
Q4 		$9.81M Buy
211,679
+3,350
+2% +$153K 4.41% 10
2022
Q3 		$8.61M Buy
+208,329
New +$9.85M 4.34% 9

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $187B AUM 21.7% 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
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Fountainhead AM's ROBO Position: Q1 2026 in Review

Fountainhead AM sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2026, closing a stake of 5,083 shares — an estimated $352K sold.

Fountainhead AM first reported a position in ROBO in Q3 2022 and held it in 14 quarters. The position peaked at $17.5M in Q4 2024. 267 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • Fountainhead AM reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2026 after selling out during the quarter.
  • Fountainhead AM sold 5,083 ROBO Global Robotics & Automation Index ETF shares in Q1 2026, an estimated $352K.
  • Fountainhead AM first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2022 and held it in 14 quarters.
  • Fountainhead AM's ROBO Global Robotics & Automation Index ETF position peaked at $17.5M in Q4 2024.
  • 267 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Fountainhead AM's 13F filing for Q1 2026, filed 11 May 2026.