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ROBO icon

NewEdge Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

NewEdge Advisors’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 		$536K Sell
7,828
-213
-3% -$15.6K ﹤0.01% 1932
2025
Q4 		$557K Buy
8,041
+227
+3% +$15.5K ﹤0.01% 1887
2025
Q3 		$512K Buy
7,814
+6,323
+424% +$400K ﹤0.01% 1787
2025
Q2 		$89.1K Sell
1,491
-4,950
-77% -$265K ﹤0.01% 2461
2025
Q1 		$332K Buy
6,441
+5,512
+593% +$316K ﹤0.01% 1830
2024
Q4 		$52.3K Sell
929
-60
-6% -$3.41K ﹤0.01% 2511
2024
Q3 		$56.4K Sell
989
-100
-9% -$5.47K ﹤0.01% 2396
2024
Q2 		$60K Sell
1,089
-6,088
-85% -$339K ﹤0.01% 2289
2024
Q1 		$421K Buy
7,177
+5,930
+476% +$335K ﹤0.01% 1443
2023
Q4 		$71.5K Buy
1,247
+594
+91% +$30.3K ﹤0.01% 2090
2023
Q3 		$32.9K Sell
653
-570
-47% -$31.3K ﹤0.01% 2228
2023
Q2 		$71.6K Sell
1,223
-210
-15% -$11.5K ﹤0.01% 1972
2023
Q1 		$78.4K Sell
1,433
-695
-33% -$36.3K ﹤0.01% 1829
2022
Q4 		$32.3K Buy
+2,128
New +$97.1K ﹤0.01% 1921
2021
Q3 		– Sell
-5,110
Closed -$333K – 1209
2021
Q2 		$333K Sell
5,110
-1,473
-22% -$94.4K 0.01% 864
2021
Q1 		$418K Buy
+6,583
New +$433K 0.01% 708
2017
Q3 		– Sell
-85
Closed -$2.92K – 965
2017
Q2 		$2.92K Buy
+85
New +$2.87K ﹤0.01% 1244

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

NewEdge Advisors's ROBO Position: Q1 2026 in Review

NewEdge Advisors reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 2.6% in Q1 2026, selling an estimated $15.6K and leaving 7,828 shares worth $536K. The position accounts for ﹤0.01% of the portfolio, ranked #1932.

NewEdge Advisors first reported a position in ROBO in Q2 2017 and has held it in 17 quarters since. The position peaked at $557K in Q4 2025. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • NewEdge Advisors held 7,828 shares of ROBO Global Robotics & Automation Index ETF worth $536K as of Q1 2026.
  • NewEdge Advisors sold 213 ROBO Global Robotics & Automation Index ETF shares in Q1 2026, an estimated $15.6K.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1932 holding.
  • NewEdge Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2017 and has held it in 17 quarters since.
  • NewEdge Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $557K in Q4 2025.
  • 265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.