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Harbor Asset Planning’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Harbor Asset Planning’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 		$13.4K Hold
157
– – 0.01% 335
2026
Q1 		$10.7K Buy
157
+107
+214% +$7.86K 0.01% 338
2025
Q4 		$3.47K Buy
+50
New +$3.42K ﹤0.01% 398

Other funds holding ROBO

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
RFW
Rainier Family Wealth Tacoma, Washington $176M AUM 26.86% 1-Year Est. Return
HA
Hyposwiss Advisors Geneva $106M AUM
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Harbor Asset Planning's ROBO Position: Q2 2026 in Review

Harbor Asset Planning held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2026 at 157 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #335.

Harbor Asset Planning first reported a position in ROBO in Q4 2025 and has held it in 3 quarters since. 75 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Harbor Asset Planning held 157 shares of ROBO Global Robotics & Automation Index ETF worth $13.4K as of Q2 2026.
  • Harbor Asset Planning left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q2 2026.
  • ROBO Global Robotics & Automation Index ETF made up 0.01% of Harbor Asset Planning's portfolio in Q2 2026, its #335 holding.
  • Harbor Asset Planning first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 75 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.