Gray Foundation’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Gray Foundation’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	$17.6M	Hold	205,000	–	–	3.87%	6
2026 Q1	$14M	Hold	205,000	–	–	3.54%	5
2025 Q4	$14.2M	Hold	205,000	–	–	3.57%	5
2025 Q3	$13.4M	Hold	205,000	–	–	3.83%	5
2025 Q2	$12.3M	Hold	205,000	–	–	3.47%	5
2025 Q1	$10.6M	Hold	205,000	–	–	3.29%	7
2024 Q4	$11.5M	Hold	205,000	–	–	3.29%	6
2024 Q3	$11.7M	Hold	205,000	–	–	3.47%	7
2024 Q2	$11.3M	Hold	205,000	–	–	3.45%	7
2024 Q1	$12M	Hold	205,000	–	–	3.76%	8
2023 Q4	$11.7M	Buy	+205,000	New	+$10.5M	4.15%	6

Other funds holding ROBO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Gray Foundation's ROBO Position: Q2 2026 in Review

Gray Foundation held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2026 at 205,000 shares worth $17.6M. The position accounts for 3.87% of the portfolio, ranked #6.

Gray Foundation first reported a position in ROBO in Q4 2023 and has held it in 11 quarters since. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Gray Foundation held 205,000 shares of ROBO Global Robotics & Automation Index ETF worth $17.6M as of Q2 2026.
Gray Foundation left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q2 2026.
ROBO Global Robotics & Automation Index ETF made up 3.87% of Gray Foundation's portfolio in Q2 2026, its #6 holding.
Gray Foundation first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2023 and has held it in 11 quarters since.
317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Gray Foundation's 13F filing for Q2 2026, filed 5 Aug 2026.