McKinley Carter Wealth Services’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

McKinley Carter Wealth Services’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 Q3	–	Sell	-4,051	Closed	-$347K	–	328
2026 Q2	$347K	Buy	+4,051	New	+$333K	0.02%	266
2024 Q1	–	Sell	-4,739	Closed	-$272K	–	307
2023 Q4	$272K	Sell	4,739 -274	-5%	-$14K	0.02%	261
2023 Q3	$252K	Sell	5,013 -4,818	-49%	-$264K	0.02%	262
2023 Q2	$576K	Buy	+9,831	New	+$540K	0.04%	194
2018 Q2	–	Sell	-750	Closed	-$31K	–	333
2018 Q1	$31K	Buy	+750	New	+$32.5K	0.01%	300

Other funds holding ROBO

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Gray Foundation Cohoes, New York $430M AUM 29.02% 1-Year Est. Return

Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Carmel Capital Management Carmel, California $425M AUM 46.69% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

McKinley Carter Wealth Services's ROBO Position: Q3 2026 in Review

McKinley Carter Wealth Services sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2026, closing a stake of 4,051 shares — an estimated $347K sold.

McKinley Carter Wealth Services first reported a position in ROBO in Q1 2018 and held it in 5 quarters. The position peaked at $576K in Q2 2023. 239 funds tracked by Wall St. Rank hold ROBO as of Q3 2026.

McKinley Carter Wealth Services reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2026 after selling out during the quarter.
McKinley Carter Wealth Services sold 4,051 ROBO Global Robotics & Automation Index ETF shares in Q3 2026, an estimated $347K.
McKinley Carter Wealth Services first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2018 and held it in 5 quarters.
McKinley Carter Wealth Services's ROBO Global Robotics & Automation Index ETF position peaked at $576K in Q2 2023.
239 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2026, filed 16 Oct 2026.