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Fourth Dimension Wealth’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Fourth Dimension Wealth’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 		$4.38K Hold
64
– – ﹤0.01% 485
2025
Q4 		$4.44K Hold
64
– – ﹤0.01% 497
2025
Q3 		$4.2K Hold
64
– – ﹤0.01% 501
2025
Q2 		$3.83K Hold
64
– – ﹤0.01% 505
2025
Q1 		$3.3K Hold
64
– – ﹤0.01% 521
2024
Q4 		$3.6K Buy
+64
New +$3.64K ﹤0.01% 523

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Fourth Dimension Wealth's ROBO Position: Q1 2026 in Review

Fourth Dimension Wealth held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q1 2026 at 64 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Fourth Dimension Wealth first reported a position in ROBO in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.44K in Q4 2025. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • Fourth Dimension Wealth held 64 shares of ROBO Global Robotics & Automation Index ETF worth $4.38K as of Q1 2026.
  • Fourth Dimension Wealth left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q1 2026.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q1 2026, its #485 holding.
  • Fourth Dimension Wealth first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2024 and has held it in 6 quarters since.
  • Fourth Dimension Wealth's ROBO Global Robotics & Automation Index ETF position peaked at $4.44K in Q4 2025.
  • 265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.