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MAI Capital Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

MAI Capital 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 		– Sell
-1,490
Closed -$102K – 4170
2026
Q1 		$102K Buy
1,490
+150
+11% +$11K ﹤0.01% 1825
2025
Q4 		$92.9K Buy
1,340
+50
+4% +$3.42K ﹤0.01% 1695
2025
Q3 		$84.6K Hold
1,290
– – ﹤0.01% 1653
2025
Q2 		$77.1K Hold
1,290
– – ﹤0.01% 1622
2025
Q1 		$66.4K Sell
1,290
-24
-2% -$1.38K ﹤0.01% 1602
2024
Q4 		$73.9K Buy
+1,314
New +$74.7K ﹤0.01% 1573

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

MAI Capital Management's ROBO Position: Q2 2026 in Review

MAI Capital Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2026, closing a stake of 1,490 shares — an estimated $102K sold.

MAI Capital Management first reported a position in ROBO in Q4 2024 and held it in 6 quarters. The position peaked at $102K in Q1 2026. 320 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • MAI Capital Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 1,490 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $102K.
  • MAI Capital Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's ROBO Global Robotics & Automation Index ETF position peaked at $102K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.