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Harbour Investments’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Harbour Investments’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 		$250K Buy
3,647
+1,259
+53% +$92.5K ﹤0.01% 1411
2025
Q4 		$165K Sell
2,388
-556
-19% -$38K ﹤0.01% 1377
2025
Q3 		$193K Sell
2,944
-1
-0% -$63 ﹤0.01% 1251
2025
Q2 		$176K Sell
2,945
-1,435
-33% -$76.8K ﹤0.01% 1231
2025
Q1 		$226K Buy
4,380
+1,995
+84% +$114K 0.01% 1047
2024
Q4 		$134K Sell
2,385
-4
-0.2% -$227 ﹤0.01% 1221
2024
Q3 		$136K Sell
2,389
-150
-6% -$8.21K ﹤0.01% 1183
2024
Q2 		$140K Sell
2,539
-545
-18% -$30.4K ﹤0.01% 1087
2024
Q1 		$181K Buy
3,084
+30
+1% +$1.7K 0.01% 956
2023
Q4 		$175K Sell
3,054
-94
-3% -$4.8K 0.01% 910
2023
Q3 		$159K Sell
3,148
-888
-22% -$48.8K 0.01% 871
2023
Q2 		$236K Buy
4,036
+90
+2% +$4.95K 0.01% 733
2023
Q1 		$216K Sell
3,946
-80
-2% -$4.17K 0.01% 745
2022
Q4 		$187K Hold
4,026
– – 0.01% 761
2022
Q3 		$181K Hold
4,026
– – 0.01% 725
2022
Q2 		$181K Buy
+4,026
New +$201K 0.01% 725
2021
Q4 		$242K Sell
3,445
-2,491
-42% -$170K 0.01% 651
2021
Q3 		$382K Buy
5,936
+2,017
+51% +$134K 0.01% 752
2021
Q2 		$256K Sell
3,919
-547
-12% -$35K 0.01% 933
2021
Q1 		$284K Buy
+4,466
New +$294K 0.01% 820

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

Harbour Investments's ROBO Position: Q1 2026 in Review

Harbour Investments increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 53% in Q1 2026, buying an estimated $92.5K and bringing the position to 3,647 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

Harbour Investments first reported a position in ROBO in Q1 2021 and has held it in 20 quarters since. The position peaked at $382K in Q3 2021. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • Harbour Investments held 3,647 shares of ROBO Global Robotics & Automation Index ETF worth $250K as of Q1 2026.
  • Harbour Investments bought 1,259 ROBO Global Robotics & Automation Index ETF shares in Q1 2026, an estimated $92.5K.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1411 holding.
  • Harbour Investments first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's ROBO Global Robotics & Automation Index ETF position peaked at $382K in Q3 2021.
  • 265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.