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Lodestone Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Lodestone Wealth Management’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 		$2.65K Sell
31
-30
-49% -$2.46K ﹤0.01% 657
2026
Q1 		$4.17K Hold
61
– – ﹤0.01% 601
2025
Q4 		$4.23K Buy
+61
New +$4.17K ﹤0.01% 609

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
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
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

Lodestone Wealth Management's ROBO Position: Q2 2026 in Review

Lodestone Wealth Management reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 49% in Q2 2026, selling an estimated $2.46K and leaving 31 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Lodestone Wealth Management first reported a position in ROBO in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.23K in Q4 2025. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Lodestone Wealth Management held 31 shares of ROBO Global Robotics & Automation Index ETF worth $2.65K as of Q2 2026.
  • Lodestone Wealth Management sold 30 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $2.46K.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #657 holding.
  • Lodestone Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $4.23K in Q4 2025.
  • 317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.