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 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%	-$265K	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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

McKinley Carter Wealth Services's ROBO Position: Q2 2026 in Review

McKinley Carter Wealth Services opened a new position in ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2026: 4,051 shares worth $347K. The stake represents 0.02% of the portfolio and ranks #266 among its holdings. This is a return to the name: McKinley Carter Wealth Services previously reported a position in ROBO as recently as Q4 2023.

McKinley Carter Wealth Services first reported a position in ROBO in Q1 2018 and has held it in 5 quarters since. The position peaked at $576K in Q2 2023. 320 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

McKinley Carter Wealth Services held 4,051 shares of ROBO Global Robotics & Automation Index ETF worth $347K as of Q2 2026.
ROBO Global Robotics & Automation Index ETF was a new McKinley Carter Wealth Services position in Q2 2026.
ROBO Global Robotics & Automation Index ETF made up 0.02% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #266 holding.
McKinley Carter Wealth Services first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2018 and has held it in 5 quarters since.
McKinley Carter Wealth Services's ROBO Global Robotics & Automation Index ETF position peaked at $576K in Q2 2023.
320 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.